Company Description Insurance & Investment Consultant / Advisor (Turtlemint) partners with over 45 leading Indian insurance brands to offer a wide range of insurance and investment solutions tailored to individual and family needs. The organization focuses on helping clients secure their health and financial future through plans that provide good returns, money-back options, death benefits, and flexible payouts. Services are highly personalized, with dedicated advisors working closely with clients to identify suitable coverage and investment products.

The team is committed to building long-term relationships based on trust, clarity, and responsible financial guidance. Applicants can expect a client-centric environment that values ethical advice and measurable impact on people’s lives.

Role Description The Senior Executive role is a full-time, on-site position based in Silchar. The individual in this role will engage directly with clients to understand their insurance and investment needs, explain available plans, and recommend suitable products. Day-to-day responsibilities include conducting client meetings, preparing personalized quotes, following up on leads, and managing end-to-end policy and investment documentation.

The Senior

Executive will also support claim-related queries,



maintain accurate client records, and collaborate with internal teams to ensure timely service delivery. In addition, the role involves staying current with market trends, product updates, and regulatory changes to provide informed, compliant advice.

Qualifications

- Strong client relationship and communication skills, with the ability to explain insurance and investment concepts in clear, accessible language.
- Demonstrated experience in sales, business development, or financial advisory roles, preferably within insurance or investment services.
- Ability to conduct needs analysis, prepare tailored proposals, and manage documentation with attention to detail and accuracy.
- Comfort with basic digital tools and platforms for managing client data, tracking leads, and preparing reports.
- Proactive, target-oriented mindset with strong negotiation and follow-up abilities.
- Relevant academic background, such as a degree or diploma in finance, business, commerce, or a related field, is beneficial.
- Knowledge of Indian insurance products, investment schemes, and regulatory guidelines is an advantage.
- Willingness to work in office in Silchar and travel locally for client meetings as needed.

📌 Senior Executive (Silchar)
🏢 Insurance u0026 Investment Consultant / Advisor (Turtlemint)
📍 Silchar