Insurance Advisor

Company Description

AMEE MONEYLOGY is a specialist in term insurance, providing expert advice on goal-based planning and offering the best strategies for income protection. Our team focuses on delivering tailored solutions to meet our clients' financial needs, ensuring their long-term security and peace of mind.

Role Description

This is a full-time hybrid role for an Insurance Advisor located in Gujarat, India, with some work from home acceptable. The Insurance Advisor will be responsible for providing expert advice on insurance products, consulting with clients on their financial needs, assisting with goal-based planning, and delivering excellent customer service. The role also involves regular communication with clients to ensure their needs are met and their questions are answered promptly.

Qualifications

• Insurance and Finance expertise
• Consulting and Customer Service skills
• Excellent Communication skills
• Bachelor's degree in Finance, Insurance, Business, or related field
• Ability to work independently and as part of a team
• Problem-solving and analytical skills
• Experience in the financial services industry is a plus

Skills Required

Customer Service, Consulting