Sales Executive/ Insurance Advisor
Casparus Kromhout
About the Role
Shriram Life Insurance Corporation is searching for a highly observant Insurance Consultant/Advisor to render accurate support on behalf of their steadily expanding firm.
Key Responsibilities
- Conduct a financial need analysis for clients.
- Explain various insurance policies and products to potential and existing clients, guiding them towards the best coverage.
- Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies.
- Suggest modifications and updates to existing clients’ insurance policies.
- Build customized insurance policies and packages.
- Source potential clients through professional networks, cold calls, and referrals.
- Advise clients on potential risks and benefits of each policy.
- Gather clients' insurance requirements, deliver appropriate guidance, and suggest Shriram Life insurance plans to match client needs.
Requirements & Tech Stack
- PAN India location.
Qualifications
- Minimum 12th pass for urban locations.
- Minimum 10th pass for rural locations (as specified by the regulator).







