Insurance Advisor - II

Location: Bangalore

About the Team

The Insurance Advisors Team plays a critical role in helping customers make informed decisions about their motor and health insurance needs. The team engages directly with prospective customers over the phone, understanding their requirements, educating them about different insurance products, and guiding them toward the most suitable options. By delivering expert, personalized advice and building trust, the team aims to ensure a seamless customer experience while driving sales and supporting the company’s growth objectives.

About the Role

We are looking for a motivated and customer-focused Insurance Advisor to join our growing team. Once you will be assigned into one of the pods dedicated for motor / health insurance basis business requirements. In this role, you will be responsible for speaking with both new and existing customers over the phone to understand their insurance needs, address their queries, and recommend suitable insurance plans. You will play a key role in driving sales by building trust, educating customers on product features and benefits, and guiding them through the purchase process.

Success in this role requires strong communication skills in both Hindi and English, a persuasive and consultative sales approach, and a commitment to delivering an exceptional customer experience. If you thrive in a fast-paced, target-driven environment and are passionate about helping people make key financial decisions, we’d love to hear from you

Key Responsibilities

- Handle inbound customer inquiries and proactively promote insurance products.

- Follow up with potential leads through outbound calls to maximize conversion opportunities.

- Consistently meet or exceed monthly sales targets and performance metrics.

- Provide clear, accurate, and personalized explanations of policy terms and features.





- Help customers compare plans and make informed purchase decisions.

- Proactively manage policy renewals by reaching out to customers before expiry.

- Ensure continuity of coverage through timely follow-ups and support, minimizing drop-offs.

Must Haves

- Experience: 1-2 years of experience in sales

- Persuasive Ability: Strong influencing skills with the ability to build customer rapport

- Communication Excellence: Clear, confident, and effective communicator

- English & Hindi Proficiency: Fluent in English and Hindi for seamless customer interaction

About Navi

We are on a mission to make finance simple, accessible and affordable for a billion Indians. Guided by a strong customer-first approach, we are building tech-first solutions that work at scale. Our offerings include a range of financial products and services across Loans, Insurance, Mutual Funds, Digital Gold and UPI.

Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India’s fastest-growing financial services organisations. But we’re just getting started!

Our Culture

The Navi DNA

Ambition. Perseverance. Self-awareness. Ownership. Integrity.

We’re looking for people who dream big when it comes to innovation. At Navi, you’ll be empowered with the right mechanisms to work in a dynamic team that builds and improves innovative solutions. If you’re driven to deliver real value to customers, no matter the challenge, this is the place for you.

We chase excellence by uplifting each other—and that starts with every one of us.

Why You'll Thrive at Navi

At Navi, it’s about how you think, build, and grow. You’ll thrive here if:

- You’re impact-driven: You take ownership, build boldly, and care about making a real difference.

- You strive for excellence: Good isn’t good enough. You bring focus, precision, and a passion for quality.

- You embrace change: You adapt quickly, move fast, and always put the customer first.

📌 Insurance Advisor - II (Bengaluru)
🏢 Navi Technologies
📍 Bengaluru