Client Advisory Specialist
Actively Reviewing the ApplicationsSBI Life Insurance Co. Ltd.
Delhi
Full-Time
1–2 years
Posted 2 days ago
•
Apply by June 11, 2026
Job Description
An Insurance Sales Agent is a professional who helps individuals and businesses choose, buy, and manage insurance policies based on their needs.
🔹 Role of an Insurance Sales Agent
* Identify clients and understand their financial goals
* Explain different insurance products (Life, Health, Pension, ULIP, Term, Child plans, etc.)
* Recommend suitable policies for protection, savings, and tax benefits
* Complete policy documentation & onboarding
* Provide after-sales service (renewals, claims support, policy updates)
* Build long-term client relationships
🔹 Key Skills Required
* Communication & persuasion
* Basic financial and tax knowledge
* Relationship management
* Trust-building and ethics
* Time management
🔹 Eligibility (India)
* Minimum 10+2 qualification
* Age 18 years or above
* Must clear IRDAI certification exam
🔹 Income Potential
* Commission-based income
* Renewal commissions every year
* Performance incentives, bonuses & foreign trips
* Can grow into roles like Development Manager / Unit Manage
🔹 Why Choose Insurance Sales?
* Low investment, high scalability
* Flexible working hours
* Respected profession
* Long-term recurring income
* Opportunity to build your
*Own financial advisory business
This is a part-time opportunity, and I am currently recruiting interested from the Chennai region. Kindly go through the details carefully.
🔹 Role of an Insurance Sales Agent
* Identify clients and understand their financial goals
* Explain different insurance products (Life, Health, Pension, ULIP, Term, Child plans, etc.)
* Recommend suitable policies for protection, savings, and tax benefits
* Complete policy documentation & onboarding
* Provide after-sales service (renewals, claims support, policy updates)
* Build long-term client relationships
🔹 Key Skills Required
* Communication & persuasion
* Basic financial and tax knowledge
* Relationship management
* Trust-building and ethics
* Time management
🔹 Eligibility (India)
* Minimum 10+2 qualification
* Age 18 years or above
* Must clear IRDAI certification exam
🔹 Income Potential
* Commission-based income
* Renewal commissions every year
* Performance incentives, bonuses & foreign trips
* Can grow into roles like Development Manager / Unit Manage
🔹 Why Choose Insurance Sales?
* Low investment, high scalability
* Flexible working hours
* Respected profession
* Long-term recurring income
* Opportunity to build your
*Own financial advisory business
This is a part-time opportunity, and I am currently recruiting interested from the Chennai region. Kindly go through the details carefully.
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