Insurance Advisor

Company Description

At K360 – Financial Freedom Club, we believe that financial freedom means living a stress-free life. We help individuals and families achieve wealth creation, smart investing, and strong financial health through mutual funds, insurance planning, and goal-based financial strategies. Our expertise includes mutual funds, insurance planning, personal finance, retirement planning, and spreading financial literacy. Join the K360 community for expert guidance on achieving a better financial future.

Role Description

This is a remote role is for a Life Insurance Advisor. This is commission based role and The Life Insurance Advisor will be responsible for providing insurance advice, and offering consulting services. Day-to-day tasks include assessing clients’ insurance needs, recommending suitable insurance products, and maintaining customer relationships. The advisor will also communicate regularly with clients to ensure comprehensive coverage and address any concerns.

Sales Support

At Pune we can support you actively with physical meetings and other locations all India RM will support online.

Qualifications

• Insurance and Finance awareness
• Consulting and Customer Service skills
• Strong Communication skills
• Proven ability to work independently and remotely
• Knowledge of financial planning and insurance products is a plus
• Bachelor’s degree in Finance, Business, or related field