Retail Insurance Advisor (Mumbai City)

Retail Insurance Advisor (Mumbai City)

20 Aug
|
Bharatsure
|
Mumbai City

20 Aug

Bharatsure

Mumbai City

What you'll do :
- Conduct in-depth advisory calls to understand customers’ insurance needs, family profiles, and financial goals.
- Recommend suitable insurance plans based on need analysis, pricing,and eligibility criteria, and present quotations clearly.
- Provide end-to-end support through the policy issuance process,addressing queries and ensuring a smooth customer experience.
- Build long-term, trust-based relationships by offering transparent and ethical guidance.
- Stay updated on insurance products and regulatory guidelines, and collaborate with BD/operations teams for efficient lead and policy management.

What you'll bring :
- 1–2 years of experience in insurance advisory, sales, or financial planning.
- Strong understanding of health, term life, or motor insurance products.




- Excellent communication, listening, and consultative selling skills with comfort in telephonic/virtual interactions.
- Customer-first and ethical approach to selling; certification or multi insurer experience is a plus.

Pay: ₹350,000.00 - ₹400,000.00 per year

Advantages:
- Health insurance

Ability to commute/relocate:
- Mumbai, Maharashtra (Mumbai, Mumbai District): Reliably commute or planning to relocate before starting work (Preferred)

Experience:
- BFSI: 1 year (Preferred)

Location:
- Mumbai, Maharashtra (Mumbai, Mumbai District) (Preferred)

Work Location: In person

📌 Retail Insurance Advisor (Mumbai City)
🏢 Bharatsure
📍 Mumbai City

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