Insurance Advisor

About the Role

The Insurance Advisor is a part-time, hybrid role based in Lucknow, with flexibility for some work from home.

Key Responsibilities

• Engage prospective and existing customers to understand their financial and protection needs.
• Explain LIC’s insurance products and recommend suitable plans.
• Assist clients with policy applications, documentation, and renewals.
• Provide ongoing service support, including claims guidance and policy updates.
• Maintain regular communication with clients.
• Participate in LIC training and development programs.
• Adhere to regulatory and company compliance standards.
• Build and manage a portfolio of customers through field visits, digital communication, and collaboration with branch staff.

Requirements & Tech Stack

• Comfort with hybrid work, including local travel within Lucknow for client meetings.
• Basic digital tools (email, messaging apps, online forms).

Qualifications

• Strong knowledge or interest in Insurance and Finance, with the ability to understand and explain life insurance and related products.
• Background or aptitude in Consulting, including needs analysis, solution recommendation, and client guidance.
• Demonstrated Customer Service skills, with a focus on responsiveness, reliability, and relationship building.
• Effective Communication skills, both verbal and written, and the ability to convey complex information in simple terms.
• Minimum educational qualification: completion of secondary education; higher education in commerce, finance, or business is an advantage.
• Ethical mindset, attention to detail, and adherence to regulatory guidelines and LIC policies.
• Prior experience in sales, financial services, or advisory roles is beneficial but not mandatory; LIC training and licensing support will be provided.