Shriram Life Insurance - Insurance Advisor

We are seeking a goal-oriented and customer-focused Insurance Advisor with 2-4 years of experience in sales, BFSI, or customer-facing roles.

The ideal candidate will have a strong understanding of client needs, good local market knowledge, and the ability to offer personalized insurance solutions.

You'll manage the full sales cycle-from lead generation and client education to policy servicing and renewal.

This is a high-impact role with unlimited income potential, career advancement opportunities, and the chance to work independently while being supported by a structured Responsibilities

• Engage with potential customers to understand their insurance and financial planning needs.
• Recommend suitable life, health, or investment-linked insurance products based on customer goals.
• Achieve assigned sales targets through self-sourcing, leads, and referrals.
• Conduct client meetings, explain policy features and benefits, and handle objections confidently.
• Support the entire lifecycle from proposal filling to policy issuance, servicing, and renewal.
• Build and maintain a portfolio of high-quality clients with regular engagement and follow-up.
• Maintain accurate records of meetings, leads, and customer interactions using digital tools / CRM.
• Stay updated on new product offerings, market trends, and compliance & Educational Qualifications
• 2-4 years of experience in insurance, financial products, direct sales, banking, or customer service.
• IRDAI License holders or previous experience with life / health insurance agencies preferred.
• Local market knowledge and fluency in Odia, Hindi, and basic English is Skills & Competencies
• Strong sales acumen and customer engagement skills.
• Ability to explain complex insurance terms in a simplified manner.
• Self-motivated and driven to achieve income and performance targets.
• Basic proficiency in mobile apps, WhatsApp, Excel, and digital form filling.
• Ethical, trustworthy, and compliance-oriented

ref : iimjobs.com)