Life Insurance Advisor

Company Description Kotak Life Insurance Pvt. Ltd. shares role-specific information and recruitment details for positions such as Life Insurance Advisor and related roles through this dedicated careers page. This page is designed to streamline the hiring process and help candidates quickly understand responsibilities, requirements, and application steps. It focuses on clear communication of opportunities within the organization’s insurance advisory and development functions. Candidates are encouraged to use this page for role-specific guidance and refer to the official Kotak Life website for comprehensive company and career information.
Role Description The Life Insurance Advisor is a full-time, on-site role based in Kolkata, responsible for guiding customers in selecting appropriate life insurance solutions aligned with their financial goals and protection needs. Day-to-day activities include meeting potential and existing customers, explaining product features and benefits, conducting basic financial needs assessments, and recommending suitable policies. The role involves managing client relationships, handling queries and policy servicing requests, and ensuring timely follow-up on leads and renewals. The advisor will work closely with internal teams to stay updated on products, processes, and regulatory guidelines, and is expected to maintain accurate records of interactions and sales activities. The position requires adherence to ethical sales practices and a strong focus on customer satisfaction and long-term engagement.
Qualifications
Candidates should possess strong knowledge or interest in Insurance, with the ability to understand life insurance products and solutions.
Candidates should possess basic Finance and financial planning skills to assess customer needs and recommend suitable insurance options.
Candidates should possess Consulting and advisory skills to provide objective, needs-based recommendations and build trust with clients.
Candidates should possess Customer Service skills to manage queries, resolve issues, and maintain long-term client relationships.
Candidates should possess clear Communication skills, including active listening and the ability to explain complex information in a simple manner.
Relevant experience in sales, financial services, or insurance advisory is beneficial.
Minimum educational qualification: bachelor’s degree or equivalent; local regulatory certifications as required for insurance advisory roles are an advantage.
Ability to work on-site in Kolkata, meet performance targets, and maintain compliance with company and regulatory standards.

Work arrangement
No