Insurance Agent/Advisor

Job Title: Insurance Advisor / Agent

Job Summary:

An Insurance Advisor is responsible for identifying client needs and recommending suitable insurance products to provide financial protection. The role involves building long-term relationships, generating leads, and achieving sales targets.

Key Responsibilities:

• Prospect and generate new clients through networking and referrals
• Understand customer financial needs and suggest appropriate insurance plans
• Explain policy features, benefits, and terms clearly
• Assist clients with documentation and policy processing
• Maintain regular follow-ups and provide after-sales service
• Achieve sales targets and business goals

Key Skills:

• Strong communication and interpersonal skills
• Sales and negotiation abilities
• Customer-focused approach
• Basic knowledge of insurance products