Job Description
Job Title: Insurance Advisor
Company: SBI Life Insurance
Location: [Bhopal, MP]
Job Summary
The Insurance Advisor is responsible for promoting and selling SBI Life's range of life insurance products to prospective and existing clients. This role involves building strong client relationships, understanding their financial needs, and providing tailored insurance solutions. The Advisor will also contribute to the company's growth by achieving sales targets and expanding the customer base.
Responsibilities
Sales and Business Development:
Identify and generate leads through networking, referrals, and cold calling.
Conduct client meetings to understand their financial goals and insurance requirements.
Present and explain SBI Life's insurance products, highlighting their benefits and features.
Maintain accurate records of sales activities and client interactions.
Client Relationship Management:
Build and maintain strong relationships with clients, providing ongoing support and guidance.
Address client queries and concerns promptly and professionally.
Provide excellent customer service, ensuring client satisfaction and retention.
Assist clients with policy renewals, claims, and other related matters.
Product Knowledge and Compliance:
Stay updated on SBI Life's insurance products, industry trends, and regulations.
Ensure compliance with all relevant laws and company policies.
Attend training sessions and workshops to enhance product knowledge and sales skills.
Participate in team meetings and contribute to sales strategies.
Qualifications
[High school diploma/Bachelor's degree preferred]
Excellent communication and interpersonal skills.
Strong sales and negotiation skills.
Ability to build and maintain client relationships.
Knowledge of insurance products and financial concepts (preferred).
Strong organizational and time management skills.
Ability to work independently and as part of a team.
Skills
Sales and Marketing
Customer Relationship Management (CRM)
Communication and Presentation
Negotiation
Financial Literacy
Benefits
Competitive commission structure.
Training and development opportunities.
Career growth potential.
Recognition and rewards.
Flexible working hours.
