Sales Advisor / Insurance Advisor (Mumbai)

Sales Advisor / Insurance Advisor (Mumbai)

02 Oct
|
Kindle Hr
|
Mumbai

02 Oct

Kindle Hr

Mumbai

Greetings from Kindle HR!!

The Role: Virtual Relationship Manager The Virtual Relationship Manager (VRM) will engage with prospects who have shown interest in health insurance products, understand their coverage needs, and provide unbiased, advisory-led guidance to help them choose the right plan. This is a consultative sales role the focus is on building trust and clarity for the customer.

What You'll Do

- Connect with the Users who have shown interest in Insurance to understand their health insurance needs, existing coverage, and family composition.
- Conduct a needs-based review — flag gaps in existing cover and recommend suitable individual or family floater plans.
- Explain policy features, exclusions, waiting periods, claim process, and premium structures clearly and accurately.
- Guide prospects through the online purchase journey — quote selection, proposal form, medical disclosures, and payment.




- Ensure all advice is compliant with IRDAI guidelines on advisory conduct and disclosure norms.
- Log every interaction, recommendation, and outcome accurately in the CRM.
- Meet defined targets on conversion, average handling time, and customer satisfaction (CSAT).
- Stay updated on product changes across insurer partners

What we're looking for
- Minimum 1 year of experience in insurance advisory or telesales, preferably health insurance
- Strong communication and consultative skills
- Proficiency in an additional Regional Indian language is a plus
- Genuine customer-first orientation — ability to explain complex policy terms in easy language.

Interested candidates please share your resume at [email protected]

📌 Sales Advisor / Insurance Advisor (Mumbai)
🏢 Kindle Hr
📍 Mumbai

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