Life Insurance Advisor

Job Title: Financial Advisor – Life Insurance

100% Remote

Job Summary

We are seeking a motivated and customer-focused Insurance Advisor – Life Insurance to provide expert guidance to clients on life insurance and savings solutions. The successful candidate will be responsible for understanding customer needs, recommending suitable savings and protection products, maintaining consistent follow-up, and achieving sales and conversion targets.

Key Responsibilities

• Advise customers on life insurance, savings, investment-linked, and protection solutions based on their financial goals and needs.

• Conduct detailed needs assessments to understand customers financial objectives, risk appetite, and long-term planning requirements.

• Explain product features, benefits, terms, and conditions clearly and professionally to prospective customers.

• Recommend appropriate savings and life insurance propositions tailored to individual customer requirements.

• Follow up promptly on leads, customer inquiries, and pending applications to ensure a positive customer experience.

• Build and maintain strong relationships with prospective and existing customers.

• Achieve assigned sales, conversion, and revenue targets in line with business objectives.

• Ensure all sales activities are conducted in compliance with regulatory requirements and company policies.

• Maintain accurate records of customer interactions, sales activities, and pipeline updates within the CRM system.

• Stay updated on product knowledge, market trends, and competitor offerings.

• Collaborate with internal teams to ensure smooth processing and issuance of policies.

• Deliver a high standard of customer service throughout the sales and onboarding journey.

Key Performance Indicators (KPIs)

• Conversion ratio achieved

• Monthly and annual sales targets

• Premium revenue generated

• Customer retention and persistency rates

• Lead follow-up effectiveness

• Customer satisfaction and service quality metrics

Requirements

• Previous experience in life insurance, financial advisory, banking, wealth management, or related sales roles preferred.

• Strong communication, presentation, and relationship-building skills.

• Proven ability to achieve sales and conversion targets.

• Customer-centric approach with strong consultative selling skills.

• Self-motivated, results-driven, and able to work in a target-oriented environment.

• Knowledge of life insurance and savings products is preferred.