Financial Advisor (Anna Nagar)

Financial Advisor (Anna Nagar)

13 Aug
|
ICICI Prudential Life Insurance
|
Anna Nagar

13 Aug

ICICI Prudential Life Insurance

Anna Nagar

*Job Title: Financial Consultant* *Location*: Tamilnadu *Employment Type*: Full-time / Part time / Freelance *Reports to*: Agency Manager *Role Summary* We’re looking for a driven Life Insurance Advisor to help clients protect their families and financial goals. You’ll understand client needs, recommend suitable life insurance solutions, and build long-term relationships. This is a target-driven role with high earning potential through commissions + incentives. *Key Responsibilities* - *Client Acquisition*: Generate leads through referrals, networking, cold calling, and social selling - *Need Analysis*: Meet clients to understand income, liabilities, dependents, and financial goals - *Product Advisory*: Recommend suitable plans - Term Plans, ULIP, Endowment, Child Plans, Retirement Plans based on need + budget - *Illustrations & Quotes*: Explain policy benefits, premium, riders, tax benefits u/s 80C & 10(10D) clearly - *Documentation*: Help clients complete proposal forms, KYC, medical tests, and policy issuance - *After-sales Service*: Assist with renewals,



claim support, nominee changes, and policy servicing - *Compliance*: Follow IRDAI guidelines, avoid mis-selling, maintain ethical sales practices - *Targets*: Achieve monthly/quarterly targets for premium, policies, and persistency *Must-Have Qualifications* - *Education*: 12th pass minimum. Graduate preferred - *IRDAI License*: Must be IRDAI certified insurance agent. Freshers can apply — company will sponsor training + exam - *Skills*: Good communication, relationship building, basic financial literacy, self-motivated - *Tech*: Comfortable with mobile apps, CRM, and virtual meetings *Nice-to-Have* - Prior experience in BFSI, direct sales, or financial products - Existing network of HNI/clients - Local language fluency for[region] *Compensation & Benefits* - *Pay Structure*: Fixed stipend + uncapped commissions + renewal commission + bonuses - *Average First Year Ear

📌 Financial Advisor (Anna Nagar)
🏢 ICICI Prudential Life Insurance
📍 Anna Nagar

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