Insurance Advisor Jobs For 12th Pass Freshers

job description: insurance advisor

job title: insurance advisor / insurance agent

role overview:

an insurance advisor is responsible for providing clients with financial advice related to insurance policies. their main role is to assess the needs of individuals or businesses and recommend suitable insurance products such as life, health, motor, or general insurance to protect against financial risks.

key responsibilities:

1. client interaction

meet and communicate with clients to understand their financial needs and goals.

build and maintain strong customer relationships.

2. policy recommendation

suggest appropriate insurance plans (life, health, vehicle, property, etc.).

explain policy features, benefits, terms, and conditions clearly to clients.

3. sales & business development

generate leads and convert them into sales.

meet sales targets set by the company.

4. customer support

assist clients with claim settlements and policy renewals.

provide after-sales service and policy updates.

5. market awareness

stay updated with insurance products, new policies, and industry trends.

ensure compliance with legal and regulatory requirements.

skills & qualities required:

good communication and interpersonal skills

convincing and negotiation ability

knowledge of financial and insurance products

customer service orientation

self-motivated and goal-oriented

educational qualification:

minimum: 10+2 (class 12) or equivalent

preferable: graduate degree in commerce, finance, or related field

certification/license: must complete irda (insurance regulatory and development authority of india) training and licensing

✅ in short: an insurance advisor helps people choose the right insurance plans, builds client relationships, sells policies, and ensures financial security for individuals and businesses.

• Experience

  0 - 6 Years

• No. of Openings

  50

• Education

  12th Pass

• Role

  Insurance Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Other

• Work Location Type

  Work from Home

• Face interview location

  Mithanpura, Muzaffarpur, Bihar