Insurance advisor

Insurance Advisor – Roles & Responsibilities

Job Role: Insurance Advisor

Key Responsibilities:

Identify and approach potential customers for insurance products.

Understand customers' financial needs and recommend suitable insurance plans.

Explain policy features, benefits, terms, and conditions clearly.

Generate leads through referrals, networking, and personal contacts.

Assist customers with policy applications and documentation.

Maintain relationships with existing clients and provide after-sales support.

Help customers with policy renewals, claims, and service requests.

Achieve sales targets and business goals.

Stay updated on insurance products and industry regulations.

Ensure ethical sales practices and customer satisfaction.

Skills Required:

Good communication and interpersonal skills.

Sales and negotiation abilities.

Customer-focused approach.

Basic computer and smartphone knowledge.

Self-motivated and goal-oriented.

Benefits:

Attractive commission and incentives.

Flexible working hours.

Career growth opportunities.

Training and development support.