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As a Life Insurance Advisor at Kotak Mahindra Life, your primary responsibility will be to help clients understand and choose suitable life insurance policies. You will be required to assess clients' insurance needs, recommend appropriate coverage options, and provide guidance on policy features and advantages. Additionally, you will be responsible for generating leads, building relationships with clients, and achieving sales targets.

The ideal candidate will have excellent interpersonal and communication skills, a strong understanding of financial products, and the ability to work independently. Prior experience in sales or insurance is preferred, but not required. Join our team at Kotak Mahindra Life and help clients secure their financial future through comprehensive life insurance solutions.

- Act as a trusted advisor to clients, providing personalized life insurance solutions

- Conduct thorough financial needs analysis and recommend appropriate coverage options




- Utilize strong communication and interpersonal skills to build and maintain client relationships
- Stay updated on industry trends and regulatory changes to ensure compliance
- Collaborate with team members to achieve sales targets and deliver exceptional customer service
- Provide ongoing support to clients, addressing any questions or concerns they may have
- Actively participate in training and development programs to enhance product knowledge and sales skills
- Proactively seek out new business opportunities and generate leads through networking and referrals
- Maintain accurate records of client interactions and sales activities in CRM system
- Uphold the values and reputation of Kotak Mahindra Life through ethical and professional conduct.

Designation

life insurance advisor

Key Skills

Lead GenerationLife Insurance Advisor

Industry

Banking & Financial Services

Functional Area

Insurance

Employment Type

Part Time

Education

11th to 12th

Job Type

Hybrid

📌 life insurance advisor (Delhi)
🏢 Kotak Mahindra Life
📍 Delhi