SBI Life Insurance Advisor

Company Description

SBI Life Insurance is one of India’s leading life insurance companies, offering a wide range of protection, savings, investment, and retirement solutions to individuals and families. The role focuses on helping customers understand their financial needs and choose suitable insurance solutions. SBI Life emphasizes customer-centric service, ethical practices, professional development, and long-term relationship building.

Life Advisors have opportunities to learn, grow, earn performance-based incentives, and build a rewarding career in the financial services sector.

Role Description

This is a full-time, on-site Life Advisor role with SBI Life Insurance. The Life Advisor will meet potential and existing customers, understand their financial goals and protection needs, explain suitable life insurance solutions, and guide customers throughout the policy journey.

Daily responsibilities include prospecting and networking to develop a client base, conducting customer needs analysis, presenting suitable insurance solutions, assisting with proposal and documentation processes, and maintaining regular follow-ups.

The Life

Advisor will also provide post-sales service, support policy renewals and servicing, participate in training and development programs, coordinate with the branch team, and work toward achieving individual business goals while maintaining customer trust and regulatory standards.

Qualifications

- Solid communication, interpersonal, and active listening skills.
- Basic understanding of financial products, savings, protection, and investment concepts.




- Ability to explain insurance products and financial concepts in a simple and customer-friendly manner.
- Strong skills in relationship building, networking, prospecting, and follow-up.
- Ability to develop and maintain long-term customer relationships and trust.
- Good time management, organizational, and client-handling skills.
- Proficiency in Tamil and English is preferred for effectively communicating with customers in Chennai.
- Previous experience in sales, banking, financial services, or insurance is an advantage; motivated freshers are also encouraged to apply.
- Minimum 12th standard qualification; a bachelor's degree in any discipline is preferred.
- Comfortable with field visits, customer meetings, networking, and on-site branch activities.
- Willingness to participate in training, follow ethical and regulatory standards, and work toward business targets.
- Customer-first attitude with a strong desire to build a successful and rewarding career in the insurance and financial services industry.

Key Responsibilities
- Identify and connect with prospective customers.
- Understand customer financial needs and protection requirements.
- Recommend suitable SBI Life insurance solutions.
- Prepare and present proposals clearly.
- Assist customers with application and documentation processes.
- Conduct regular follow-ups and provide post-sales support.
- Maintain strong customer relationships and support policy servicing and renewals.
- Participate in branch meetings, training programs, and development activities.
- Build a strong professional network and generate referrals.
- Achieve individual business objectives while maintaining ethical and customer-centric practices.

📌 Financial doctor (Chennai)
🏢 SBI Life Insurance Co.
📍 Chennai