Shriram Life Insurance - Insurance Advisor (2-4 yrs)

We are seeking a goal-oriented and customer-focused Insurance Advisor with 2-4 years of experience in sales, BFSI, or customer-facing roles.

The ideal candidate will have a strong understanding of client needs, good local market knowledge, and the ability to offer personalized insurance solutions.

You'll manage the full sales cycle-from lead generation and client education to policy servicing and renewal.

This is a high-impact role with unlimited income potential, career advancement opportunities, and the chance to work independently while being supported by a structured organization.

Key Responsibilities

- Engage with potential customers to understand their insurance and financial planning needs.

- Recommend suitable life, health, or investment-linked insurance products based on customer goals.

- Achieve assigned sales targets through self-sourcing, leads, and referrals.

- Conduct client meetings, explain policy features and benefits, and handle objections confidently.

- Support the entire lifecycle from proposal filling to policy issuance, servicing, and renewal.

- Build and maintain a portfolio of high-quality clients with regular engagement and follow-up.

- Maintain accurate records of meetings, leads, and customer interactions using digital tools/CRM.

- Stay updated on new product offerings, market trends, and compliance guidelines.

Eligibility & Educational Qualifications

- 2-4 years of experience in insurance, financial products, direct sales, banking, or customer service.

- IRDAI License holders or previous experience with life/health insurance agencies preferred.

- Local market knowledge and fluency in Odia, Hindi, and basic English is essential.

Core Skills & Competencies

- Strong sales acumen and customer engagement skills.

- Ability to explain complex insurance terms in a simplified manner.

- Self-motivated and driven to achieve income and performance targets.

- Basic proficiency in mobile apps, WhatsApp, Excel, and digital form filling.

- Ethical, trustworthy, and compliance-oriented