Advisor

Role Overview

As an Advisor at Sbi Life Insurance Company Limited, your main responsibility will be to engage with potential clients, ascertain their financial objectives and protection requirements, and offer clear explanations about the insurance and savings products available. Establishing long-term client relationships through trust and ethical conduct is essential, along with supporting clients both post-sale and during claims. Expanding your customer base by generating referrals is also crucial to your success in this role.

Key Responsibilities

• Interact regularly with prospective customers.
• Analyze and understand clients' financial and protection goals.
• Provide clear and comprehensive information on insurance and savings solutions.
• Develop and maintain lasting relationships with customers.
• Deliver after-sales support and assist clients with claims processes.
• Actively seek referrals to grow the customer network.
• Uphold professional ethics and maintain customer trust.