Website:
sbilife.co.in
Job details:
Company Description SBI Life Insurance Co. Ltd. is one of India’s most trusted life insurance companies, serving millions of families across the country since its incorporation in 2000. The company offers a diverse range of Protection, Pension, Savings, and Health solutions for both individual and group customers. Guided by a strong customer-first approach, SBI Life focuses on efficient operations, ethical service standards, and hassle-free claim experiences, while continuously enhancing digital journeys for customers, distributors, and employees. With a wide national footprint of offices, employees, agents, and partners, SBI Life provides a supportive and flexible work environment and actively contributes to social causes in education, healthcare, disaster relief, and environmental sustainability. SBI Life is listed on BSE and NSE, with significant capital strength and assets under management, reflecting its stable and growing presence in the financial services sector.
Role Description This full-time, on-site SBI Life Insurance Advisor role is based in Srinagar. The advisor will help individuals and families understand their insurance needs and recommend suitable SBI Life products across protection, savings, pension, and health solutions. Day-to-day responsibilities include meeting prospective and existing customers, explaining policy features and benefits, preparing proposals, and assisting customers throughout the policy issuance and renewal process. The role involves maintaining regular follow-ups, providing after-sales support, handling basic documentation, and coordinating with branch teams to ensure smooth service and claim-related assistance. Advisors are expected to build long-term customer relationships, meet business targets ethically, and represent SBI Life’s customer-first values in the local market.
Qualifications
- Candidates should possess strong Insurance knowledge, including understanding of life insurance products and regulatory guidelines.
- Candidates should possess basic Finance skills, such as interpreting financial needs, premiums, and long-term savings or investment concepts.
- Candidates should possess Consulting abilities to assess customer requirements and provide suitable policy recommendations.
- Candidates should possess Customer Service skills to ensure responsive support, clear guidance, and positive client experiences.
- Candidates should possess effective Communication skills, including clear verbal and written interaction in English and local languages.
- Relevant academic background in commerce, finance, business, or related fields is beneficial; prior experience in insurance or financial services is an advantage.
- Strong ethical mindset, goal orientation, and ability to work independently as well as within branch teams are preferred.
- Familiarity with basic computer applications and digital tools for customer onboarding and policy servicing is desirable.
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