About the Role

Most customers need more than one financial product — protection for today through health and motor insurance, and long-term planning through term, savings, market-linked and pension products.

You will work with pre-qualified, high-intent customers. Your role is to understand their financial situation, build a suitable plan across life and general insurance, explain the products clearly, and close the sale.

This is an office-based Voice & Video role in Bengaluru — not field sales or cold calling.

What You Will Do
Understand the customer's income, dependants, existing insurance cover, savings and financial goals.
Build a suitable plan across health, motor, term, guaranteed savings, market-linked and pension products.
Explain what each product does, premium/costs, advantages, exclusions and limitations.
For market-linked products, explain both potential returns and associated risks/downside.
Handle customer questions such as “Why not mutual funds?”, “Why this cover amount?” and “What happens if I stop paying?”
Recommend against a product when it does not suit the customer's needs and document the rationale.
Complete suitability and customer documentation.
Support the customer through underwriting, policy issuance and renewal.





Who We Are Looking For Required – Any ONE of the following:
CA Inter cleared – both groups, with or without article training. CA Final is not required.
1–4 years of bank retail sales experience in roles such as Sales Officer, Personal Banker, Branch Relationship Officer or similar, with exposure to insurance or investment products.
Relevant experience in insurance advisory through a digital platform or aggregator.

Key Skills
Comfortable working with numbers, corpus calculations, premium comparisons and return calculations.
Ability to explain financial concepts and numbers in easy language.
Strong customer understanding and advisory skills.
Fluent English plus at least one of: Hindi, Kannada, Tamil, Telugu, Malayalam, Marathi, Bengali or Gujarati.

Good to Have
Working knowledge of NPS, EPF and personal taxation on savings products.

Significant – What This Role Is NOT
Not field sales
Not cold calling
Not an accounting role
Not an audit role
Not a statutory compliance role

CA Inter candidates looking specifically for a finance/accounting career track would not be suitable for this role

📌 Insurance Advisor Bengaluru
🏢 Link Talent Management Services
📍 Bengaluru