Life Insurance Sales

Rekruit Desk; Mumbai Suburban; Hybrid; INR 400,000 - 800,000; Full time

Job summary

Next-Gen Wealth Solutions & IMF Private Solutions is seeking an Insurance Advisor in Mumbai to drive growth through outbound calls and field activities while building lasting client relationships. The role blends advisory selling with proactive portfolio management and cross-selling opportunities.

Freshers are welcome with the right attitude, and the firm offers a fixed salary plus performance incentives. The position emphasizes selling insurance, mutual funds and health solutions, managing

Qualifications

• Excellent communication and interpersonal skills.
• Strong client-facing abilities with a consultative approach.
• Proactive, self-motivated and target driven.
• Interest in financial planning, investments and wealth management.

Responsibilities

• Drive growth by sourcing new leads through outbound calls, field activities, referrals and structured prospecting.
• Market and sell insurance, mutual funds and health solutions per guidelines and client needs.
• Manage existing client portfolios with follow-ups, renewals and cross-sell opportunities.
• Build long-term client relationships by understanding financial objectives and delivering wealth solutions.
• Meet monthly and quarterly revenue targets aligned with sales objectives.
• Document client interactions, sales activities and performance metrics accurately.
• Ensure a professional customer experience, fostering trust, retention and value.
• Maintain disciplined prospecting and reporting to help business growth.

Skills

Communication

Client focus

Relationship-building

Goal-oriented

Financial planning

Freshers welcome

Job description

Job Title: Insurance Advisor

Company Name: Next-Gen Wealth Solutions & IMF Private Solutions

Location: Malad West, Mumbai

Experience Required: 2 to 8 Years

Compensation: Fixed Salary + Attractive Performance-Based Incentives

About the Company:

Next-Gen Wealth Solutions & IMF Private Solutions is a growing financial services firm committed to helping individuals and families achieve long-term financial security. We specialize in delivering tailored financial plans aligned with each clients goals and risk profile.

Role Overview:

As a Wealth Solutions Advisor, you will play a key role in driving business growth while acting as a trusted financial partner to clients. This role combines calling and field sales, client relationship management, and advisory-driven selling. You will be responsible for acquiring new clients, nurturing existing relationships, and contributing directly to the company’s revenue growth.

Key Responsibilities:

Drive business growth by sourcing new leads through outbound calls, field activities, referrals, and structured prospecting methods.

Market and sell insurance, mutual fund, and health solutions in line with organizational guidelines and client requirements.

Manage existing client portfolios through regular follow-ups, renewals, and identification of cross-selling and upselling opportunities.

Establish and maintain long-term client relationships by assessing financial objectives and delivering appropriate wealth solutions.

Achieve assigned monthly and quarterly revenue targets in alignment with company sales objectives.

Maintain accurate and timely documentation of client interactions, sales activities, and performance metrics.

Ensure consistent delivery of a professional customer experience, fostering trust, retention, and long-term client value.

Desired Skills & Competencies:

Strong communication, presentation, and interpersonal skills.

Client-focused mindset with the ability to build long-term relationships.

Goal-oriented and self-motivated with a strong drive to achieve targets.

Interest in financial planning, investments, and wealth management.

Prior experience in financial services or sales is an advantage, but freshers with the right attitude are welcome.