Job Opportunities in India


October 17, 2024

Factorhuman Resources Pvt Ltd

FULL TIME


Insurance Advisor (Ernakulam)

Key Responsibilities:
  • Customer Engagement: Develop strong relationships with bank customers and identify their insurance needs through consultations and needs assessments
  • Product Knowledge: Have an in-depth understanding of various insurance products and policies, and effectively communicate their features, benefits, and terms to customers
  • Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, utilizing cross-selling opportunities to increase insurance policy penetration
  • Consultative Selling: Use a consultative approach to tailor insurance solutions to individual customer requirements, taking into account their financial situation and risk tolerance
  • Quoting and Proposal: Prepare insurance quotes and proposals, explaining coverage options, premiums, and policy terms clearly to clients
  • Documentation and Compliance: Ensure all documentation related to insurance transactions is accurately completed and compliant with regulatory requirements
  • Customer Support: Provide ongoing support to customers, assisting with policy servicing, claims processing, and any inquiries or concerns
  • Claims Handling: Guide customers through the insurance claims process, acting as an intermediary between the customer and the insurance company
  • Relationship Management: Collaborate with bank staff, including relationship managers and financial advisors, to identify potential insurance opportunities and provide training on insurance products
  • Market Research: Stay informed about industry trends, competitor products, and regulatory changes to remain competitive and compliant
  • Targets and Goals: Meet or exceed sales targets, revenue goals, and performance metrics set by the bank and insurance partners
LOCATIONS: ERNAKULAM
Experience: 0.6 - 1 year in life insurance
Job Type: Full-time
Pay: ₹25,000.00 - ₹30,000.00 per month
Schedule:
  • Morning shift
Application Question(s):
  • Are you a willing candidate for an immediate join
Experience:
  • total work: 1 year (Required)
  • Life Insurance: 1 year (Required)
Work Location: In person

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