Insurance Advisor
Parth Financial Services
Consultant
Location
Kalyan, Maharashtra
Salary Range
₹15,000 - ₹50,000
Job Type
freelance
Experience Required
1 - 0 years
Employer Type
Consultant
Posted Date
Jun 6, 2026
Views
2 views
Job Description
Learn & Earn by giving 1-2 hours only without leaving your present job, Unemployed, Housewives, Retired Person Welcome
Conduct detailed assessments of clients’ financial situations, assets, liabilities, and future goals to identify insurance needs and protection gaps.
Recommend suitable insurance and investment products based on individual requirements.
Explain policy features, premiums, deductibles, exclusions, and benefits in simple terms.
Assist clients with documentation, KYC compliance, and policy application processes.
Ensure accurate policy issuance and adherence to regulatory guidelines.
Build and maintain strong client relationships through regular communication and trust.
Review clients’ insurance coverage periodically as their life circumstances change.
Manage policy renewals and maintain an active portfolio of clients.
Support clients during the claims process, helping resolve issues and expedite settlements.
Uphold high ethical standards, transparency, and compliance with industry regulations while delivering excellent customer service.
Conduct detailed assessments of clients’ financial situations, assets, liabilities, and future goals to identify insurance needs and protection gaps.
Recommend suitable insurance and investment products based on individual requirements.
Explain policy features, premiums, deductibles, exclusions, and benefits in simple terms.
Assist clients with documentation, KYC compliance, and policy application processes.
Ensure accurate policy issuance and adherence to regulatory guidelines.
Build and maintain strong client relationships through regular communication and trust.
Review clients’ insurance coverage periodically as their life circumstances change.
Manage policy renewals and maintain an active portfolio of clients.
Support clients during the claims process, helping resolve issues and expedite settlements.
Uphold high ethical standards, transparency, and compliance with industry regulations while delivering excellent customer service.
Job Requirements
Minimum SSC, Communication Skills
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