We are seeking a driven, articulate Insurance Advisory Consultant to join our consulting team. In this role, you will serve as a trusted advisor to potential customers, understanding their financial goals and risk profiles to guide them toward the right insurance coverage. You will manage client relationships, present tailored insurance solutions (life, health, or general/auto), and secure enrollments over the phone.

- Department: Advisory & Consulting Services

- Employment Type: Full-time

- Reports To: Advisory Manager / Team Lead

- Work Schedule: 10:00 AM 7:00 PM (Includes a 1-hour lunch break).

Key Responsibilities

- Client Consultation: Engage with pre-qualified prospects daily to provide professional advisory services on insurance portfolios.

- Needs Assessment: Conduct thorough risk assessments and financial need analyses to map clients to the appropriate health, life, or asset coverage.

- Solution Presentation: Explain complex insurance products, policy riders, exclusions, and investment benefits in simple, consultative terms.

- Objection Management: Address client hesitation, clarify pricing doubts, offer comparative analysis against competitors, and guide clients to a confident purchasing decision.

- Portfolio Management: Maintain accurate records of client consultations, advisory statuses, and application pipelines using our internal CRM platform.

- Compliance & Ethics: Ensure all consultations strictly adhere to insurance regulatory standards, ethical selling practices, and internal quality guidelines.

- Target Achievement:



Consistently meet or exceed monthly advisory and enrollment targets.

Required Qualifications & Skills

- Experience: 0 to 3 years of experience. Freshers with a strong drive to learn and excellent communication skills are highly encouraged to apply. Prior experience in customer relations, banking, financial services, or insurance (BFSI) is a plus but not mandatory.

- Communication: Exceptional verbal communication, active listening, and relationship-building skills. Ability to sound professional and empathetic over the phone.

- Consultative Drive: A proactive, self-motivated mindset with a strong interest in financial planning and hitting enrollment goals.

- Resilience: High emotional resilience the ability to maintain a positive, professional, and enthusiastic attitude throughout the day.

- Tech Literacy: Comfortable learning and using CRM software (e.g., Salesforce, HubSpot) and basic digital workspace tools.

- Education: High school diploma or equivalent required; a bachelor's degree in business, finance, commerce, or marketing is a ,even higher secondary education will do.

What We Offer

- Competitive base salary with an aggressive, uncapped incentive structure based on consultations closed.

- Comprehensive, structured training program covering financial planning principles, insurance products, and advisory methodologies designed specifically for freshers.

- Clear career advancement pathways into Senior Consultant, Team Lead, or Wealth Management roles.

- Health insurance, rotational offs.

📌 Walk-in || Client Advisor (Bengaluru)
🏢 PolicyBazaar
📍 Bengaluru