Life Insurance Agent

ICICI Life Insurance Limited

About the Role

This is a full-time hybrid position based in the Kolkata metropolitan area, with a mix of office-based and work-from-home responsibilities.

Key Responsibilities

• Identify prospective clients.
• Explain life insurance and related financial products.
• Recommend suitable plans based on individual needs and risk profiles.
• Manage the end-to-end sales process, including prospecting, relationship building, policy illustration, application documentation, and follow-up for policy issuance.
• Conduct client meetings.
• Respond to inquiries.
• Provide ongoing service to existing policyholders.
• Maintain accurate records and reports.
• Collaborate with internal teams.
• Stay updated on product features and regulatory guidelines.
• Work towards achieving assigned sales and service targets.

Requirements & Tech Stack

• Insurance Sales
• Insurance Brokerage
• Insurance
• Finance
• Customer Service
• Communication
• Interpersonal Skills
• Goal-oriented mindset
• Hybrid work arrangements
• Willingness to travel within the Kolkata metropolitan area

Qualifications

• Demonstrated ability in insurance-focused selling.
• Foundational understanding of Insurance and Finance to explain products and long-term financial planning.
• Strong Customer Service skills, with the ability to build trust, handle queries, and maintain long-term relationships.
• Effective communication and interpersonal skills, with proficiency in explaining complex information clearly.
• Ability to work both independently and within a team to meet performance targets.
• Prior experience in financial services or insurance is preferred but not mandatory.
• Relevant certifications in insurance or finance are an advantage.
• Minimum educational qualification of a high school diploma or equivalent.
• A bachelor’s degree in commerce, finance, business, or related field is beneficial.