Client Advisor

About the Role

We are looking for a motivated and articulate Insurance Advisory Consultant to join our advisory team. You will act as a trusted counselor to prospective clients by understanding their financial objectives and risk profiles to recommend appropriate insurance products. Your responsibilities include managing client relationships, presenting customized insurance plans in life, health, or general insurance sectors, and completing enrollments primarily over the phone.

Key Responsibilities

• Engage daily with pre-qualified prospects providing expert advice on their insurance portfolios.
• Conduct detailed risk evaluations and financial assessments to align clients with suitable health, life, or asset coverage plans.
• Present insurance products and policy details, simplifying complex features like riders, exclusions, and investment benefits.
• Manage client objections by clarifying pricing concerns, offering competitor comparisons, and assisting clients to make confident decisions.
• Keep accurate records of client interactions, advisory progress, and application statuses using internal CRM systems.
• Ensure all advisory services comply with regulatory standards, ethical guidelines, and internal quality controls.
• Achieve or surpass monthly advisory consultation and enrollment targets consistently.

Required Skills and Qualifications

• Experience range from freshers to candidates with up to 3 years in related fields; prior exposure in customer relations, BFSI sector, or financial services is advantageous but not essential.
• Strong verbal communication, active listening, and relationship-building to engage professionally and empathetically over calls.
• Proactive and self-driven attitude with interest in financial planning and achieving enrollment targets.
• Robust emotional resilience to maintain a positive and professional demeanor throughout the workday.
• Familiarity and aptitude for using CRM tools like Salesforce or HubSpot, along with basic digital work applications.
• Educational background of at least a high school diploma or equivalent; further education in business, finance, commerce, or marketing is favorable but not mandatory.

Offerings and Benefits

• A competitive base salary complemented by an aggressive, uncapped incentive plan linked to closed consultations.
• Structured training programs designed for beginners covering financial planning concepts, insurance products, and advisory techniques.
• Defined growth opportunities towards senior consultant, team leadership, or wealth management positions.
• Health insurance coverage and rotational days off to support work-life balance.

Work Details

• Department: Advisory & Consulting Services
• Employment Status: Full-time
• Reporting Structure: Reports directly to Advisory Manager/Team Lead
• Working Hours: 10:00 AM to 7:00 PM including a one-hour lunch break