Company Description Kotak Life is a life insurance provider focused on helping individuals and families plan for long-term financial security and protection. The company offers a range of insurance and investment products designed to meet diverse customer needs at different life stages.

Kotak

Life emphasizes ethical advisory practices, customer-centric service, and transparent communication. Team members are encouraged to build lasting relationships with clients while contributing to the company’s growth and reputation in the insurance and finance sector.

Role Description This is a part-time remote role for an Insurance Advisor at Kotak Life.

The Insurance

Advisor will engage with prospective and existing clients to understand their financial goals, assess protection needs, and recommend suitable life insurance and investment solutions. Day-to-day tasks include conducting virtual consultations, explaining policy features and benefits, supporting clients with policy applications, and maintaining accurate records of interactions. The role also involves providing ongoing service for policyholders, handling queries, and coordinating with internal teams to ensure timely resolution of customer requests.

Advisors are expected to follow regulatory guidelines,



uphold high standards of professionalism, and meet agreed activity and performance targets.

Qualifications

- Candidates should possess strong knowledge and skills in Insurance and Finance to analyze client needs and recommend appropriate solutions.
- Candidates should possess skills in Consulting to provide objective advice, guide decision-making, and build trust-based client relationships.
- Candidates should possess skills in Customer Service to manage inquiries, resolve issues, and deliver a positive client experience.
- Candidates should possess excellent Communication skills for clear explanations of products, confident virtual presentations, and accurate documentation.
- Relevant experience in insurance, banking, financial services, or advisory roles is beneficial.
- Ability to work independently in a remote workplace, manage time effectively, and use digital tools for online meetings and documentation.
- Basic proficiency in office productivity software and familiarity with CRM or sales support systems is an advantage.
- A degree or diploma in finance, commerce, business, or a related field is preferred; appropriate licensing or certification may be required as per local regulations.

📌 Insurance Advisor (India)
🏢 Kotak Life
📍 India