Sales Executive / Insurance Advisor

We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather clients insurance requirements, deliver appropriate guidance, and suggest Shriram Life insurance plans to match the clients needs.

What is the Qualification required

Min 12th pass for urban locations and 10th pass for rural locations as specified by the regulator.

What are all the Responsibilities required

• Conduct a financial need analysis for clients

• Explain various insurance policies and products to potential and existing clients, guiding them towards the best coverage

• Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies

• Suggest modifications and updates to existing clients insurance policies

• Build customized insurance policies and packages

• Source potential clients through professional networks, cold calls, and referrals

• Advise clients on potential risks and benefits of each policy.