Life Insurance Sales Advisor
Budget: ₹12,500 – ₹37,500 INR
I need an experienced, financial advisor who can personally source, pitch, and close life-insurance policies for high-net-worth individuals. Your core mandate is to grow my book of life-insurance business; along the way, I’d also like you to layer in concise investment advice that complements each client’s insurance portfolio.
Here’s what I’m looking for:
• Direct outreach to affluent prospects, preferably through your own network or warm introductions.
• Needs analysis, illustration preparation, and on-the-spot objection handling using LIC’s digital tools and sales kits.
• End-to-end policy issuance support—medical coordination, documentation, and policy activation—so the client’s experience stays seamless.
• A brief, personalised investment guidance note for every buyer, highlighting how the selected plan fits into their overall wealth strategy.
• Weekly pipeline reports outlining leads contacted, meetings held, and policies closed so I can track progress and clear bottlenecks fast.
I’ll provide product training refreshers, updated brochures, and back-office assistance, but I expect you to bring the sales acumen, compliance knowledge, and professional polish required for India’s HNI segment.
If you have a proven record of closing sizeable life-insurance cases and can start engaging prospects right away, let’s discuss the next steps.
Here’s what I’m looking for:
• Direct outreach to affluent prospects, preferably through your own network or warm introductions.
• Needs analysis, illustration preparation, and on-the-spot objection handling using LIC’s digital tools and sales kits.
• End-to-end policy issuance support—medical coordination, documentation, and policy activation—so the client’s experience stays seamless.
• A brief, personalised investment guidance note for every buyer, highlighting how the selected plan fits into their overall wealth strategy.
• Weekly pipeline reports outlining leads contacted, meetings held, and policies closed so I can track progress and clear bottlenecks fast.
I’ll provide product training refreshers, updated brochures, and back-office assistance, but I expect you to bring the sales acumen, compliance knowledge, and professional polish required for India’s HNI segment.
If you have a proven record of closing sizeable life-insurance cases and can start engaging prospects right away, let’s discuss the next steps.