Insurance Advisor - TATA AIA

Job Overview

We are seeking motivated Insurance Advisors to join our team to promote and sell insurance products tailored to customer needs. The role involves lead generation, customer consultation, policy recommendation, and driving sales targets in the insurance sector.

Core Responsibilities

• Generate new business leads by tapping into referrals, networking opportunities, cold calling, and other sales channels.
• Assess clients' financial situations to identify their insurance requirements accurately.
• Present and explain a variety of insurance products including life, health, motor, and general insurance plans.
• Clarify policy details such as coverage, premiums, exclusions, and conditions in an understandable manner.
• Prepare insurance quotes and guide customers through the application and documentation process.
• Consistently follow up on prospects to close sales effectively.
• Maintain ongoing communication with existing clients for policy maintenance and service.
• Support customers with renewals, claims processing, and handling service-related inquiries.
• Meet and strive to exceed assigned sales goals and business objectives.
• Keep detailed and accurate records of customer interactions and sales activities.
• Stay informed about current insurance product offerings, regulatory updates, and market trends.
• Adhere strictly to company protocols and relevant insurance legislation.