Role Overview As an Insurance Advisor you will lead client-facing insurance advisory and servicing You will conduct protection needs analysis to design Family Insurance Portfolios FIPs that align with client risk profiles and life goals The role includes onboarding support renewal management and claims assistance ensuring every client experiences timely compliant and high touch service This is a high-impact role with structured learning and strong incentive potential for top performers Key Responsibilities Conduct 5 meetings with prospective and existing clients in Lower Parel West Mumbai Perform protection gap assessments collect KYC medical and financial disclosures as required Retrieve verify and digitize legacy policy details using the MWEC technique Prepare and present personalized Family Insurance Portfolios FIPs across term health riders and other suitable solutions Complete onboarding proposal forms documentation medical scheduling and digital submissions Track renewals issue premium reminders reduce lapse ratios manage endorsements Provide claims assistance documentation guidance insurer coordination and status tracking Maintain accurate daily reporting and CRM hygiene meetings notes documents Uphold regulatory compliance KYC AML disclosures and SmartFP process standards Participate in monthly knowledge checks product trainings and team reviews Qualifications Skills Graduate Post-graduate in Finance Management 0-3 years experience in Sales Insurance sales advisory or financial services preferred Excellent communication and interpersonal skills Ethical customer-first mindset with strong follow-through and documentation discipline Compensation Perks Annual CTC 3 LPA - 5 LPA Incentives Performance Bonus Strong incentive structure to earn Incentives up to 5 LPA Work Benefits Continuous basic and advance trainings and handholding with strong support system Mediclaim insurance of 5 Lakhs post 3 years Home loan at just 5 interest rate Interest free two wheeler car loan company policy terms apply Tax free gratuity 5 Lakhs minimum post 15 years Sponsored national and international trainings workshops and conferences Annual awards and annual performance appraisals Rapid promotions as per performance Skill enhancement opportunities via SmartFP s development programs Increasing weekly-offs every year Work Culture 6 day work week Working hours 10 00 AM - 06 00 PM Holidays As per bank holidays Formal dress code strong emphasis on punctuality and professionalism Sponsored monthly themed celebrations Growth Path Insurance Advisor Senior Insurance Advisor Assistant Manager Manager Area Manager Sales Job Types Full-time Permanent Fresher Pay 25 000 00 - 41 666 66 per month Benefits Cell phone reimbursement Commuter assistance Internet reimbursement Leave encashment Paid sick time Paid time off Work Location In person