Key Responsibilities

- Generate leads through personal networking, references, digital channels, and business development activities.
- Understand customers’ financial goals, protection requirements, savings needs, and future planning objectives.
- Explain suitable insurance products, benefits, features, premiums, and policy terms clearly.
- Conduct client meetings and financial-needs discussions.
- Convert qualified prospects into customers and achieve assigned sales targets.
- Maintain strong relationships with existing customers and generate referrals.
- Assist customers with policy documentation, renewals, and basic service requirements.
- Follow up regularly with prospective and existing customers.
- Maintain accurate records of leads, prospects, meetings, and sales activities.




- Participate in customer awareness and financial-planning activities.

Required Skills

- Excellent verbal and written communication skills.
- Strong interpersonal and relationship-building abilities.
- Lead generation and follow-up capability.
- Customer-oriented approach.
- Good networking skills.
- Ability to explain financial products in simple language.
- Target-oriented and self-motivated attitude.
- Basic knowledge of insurance and financial products is an advantage.

Qualification

- Minimum HSC / 12th in any discipline preferred.

Pay: ₹9,937.67 - ₹50,224.57 per month

Benefits:

- Versatile schedule
- Work from home

Work Location: In person

📌 Insurance Advisor (India)
🏢 TalentNest Solutions
📍 India