Life Insurance Advisor | Scrabble
Job Description
About CoverSure: At CoverSure, we are building omni channel tech-first platforms for businesses and households with insurance-product innovation at the core. Our purpose is to empower the insured to own & control their protection at all times. Our deep tech, moulded with Al-driven solutions and enriched with simple content is the key for peace of mind. CoverSure is a group of closely knit folks who are together to build India's most loved InsurTech. We are attempting to build a first of its kind platform for insurance consumers across borders and a repository of consumer-centric products loaded on our proprietary tech. The problem that we are looking to solve exists in most minds and every enterprise which makes up for a promising sizeable market. Our promise: Insurance will become interesting and shall no more be burdensome. Website : https://www.coversure.in/ Linkedin : https://www.linkedin.com/company/coversurein/ Role: Life Insurance Advisor Reporting to: Co-founder Location: Mumbai (Worli) Roles & responsibilities of Life Insurance Advisor: -Providing financial advice to clients on Life Insurance Protection. - Generating leads, meet with the clients, complete a financial need analysis, and present them with customized financial proposals. - Meeting with the clients - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analysing clients' risk. -Encouraging clients to invest in the future. Skills/Qualifications: - 8+ years of work experience in Life Insurance Industry. - Strong analytical skills, customer service skills, financial planning skills & problem solving skill. - Well organized, attention to detail and effective time management skills - Excellent professional written and verbal communication skills - Proficient with Excel, Word and Powerpoint - Functions with a sense of urgency - Superior skills in developing claim strategies to effectuate dispositions. - Superior communication skills to work effectively with departments and with outside customers. - Ability to use analytical methods in the claim examining processes to find workable solutions. - Ability to generate innovative solutions within the claims department. - Ability to use software to summarize and analyze large amounts of data