Life Insurance Advisor

Job Title: Insurance Advisor Location: Malad West, Mumbai Experience Required: 0 to 8 Years Compensation: Fixed Salary + Attractive Performance-Based Incentives Role Overview: As a Wealth Solutions Advisor, you will play a key role in driving business growth while acting as a trusted financial partner to clients. This role combines calling and field sales, client relationship management, and advisory-driven selling. You will be responsible for acquiring new clients, nurturing existing relationships, and contributing directly to the company’s revenue growth. Key Responsibilities: • Drive business growth by sourcing new leads through outbound calls, field activities, referrals, and structured prospecting methods. • Market and sell insurance, mutual fund, and health solutions in line with organizational guidelines and client requirements. • Manage existing client portfolios through regular follow-ups, renewals, and identification of cross-selling and upselling opportunities. • Establish and maintain long-term client relationships by assessing financial objectives and delivering appropriate wealth solutions. • Achieve assigned monthly and quarterly revenue targets in alignment with company sales objectives. • Maintain accurate and timely documentation of client interactions, sales activities, and performance metrics. • Ensure consistent delivery of a professional customer experience, fostering trust, retention, and long-term client value. Desired Skills & Competencies: • Strong communication, presentation, and interpersonal skills. • Client-focused mindset with the ability to build long-term relationships. • Goal-oriented and self-motivated with a strong drive to achieve targets. • Interest in financial planning, investments, and wealth management. • Prior experience in financial services or sales is an advantage, but freshers with the right attitude are welcome.