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Retail Insurance Advisor

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Onsite

Retail Insurance Advisor

Healthysure

Retail Insurance Advisor

3 months ago

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Important information


Contract type:

Permanent

Location:

Mumbai, Maharashtra, India

Work mode:

Onsite

Published on:

7 August 2026

What they need


  • Conduct in-depth advisory calls to understand customers insurance needs, family profiles, and financial goals
  • Recommend suitable insurance plans based on need analysis, pricing, and eligibility criteria, and present quotations clearly
  • Provide end-to-end support through the policy issuance process, addressing queries and ensuring a smooth customer experience
  • Build long-term, trust-based relationships by offering transparent and ethical guidance
  • Stay updated on insurance products and regulatory guidelines and collaborate with BD/operations teams for efficient lead and policy management. Good English is must.

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