Advisors

A Advisor’s job primarily involves identifying potential clients, offering tailored life insurance solutions, and building long-term customer relationships. They also need to stay updated on product knowledge, maintain client records, and ensure proper policy documentation.

Key Responsibilities:

1. Client Acquisition:
Identifying and engaging with potential clients to understand their insurance needs.
2. Needs Analysis:
Analyzing clients’ financial situations and recommending suitable life insurance products.
3. Product Knowledge:
Staying informed about various Tata AIA life insurance plans and their features.
4. Sales and Marketing:
Promoting and selling insurance policies to meet sales targets.
5. Relationship Building:
Establishing and maintaining strong, trust-based relationships with clients.
6. Customer Service:
Providing ongoing support to clients, addressing queries, and ensuring policy satisfaction.
7. Documentation:
Ensuring accurate and timely completion of all necessary paperwork for policy issuance and claims.
8. Training and Development:
Participating in training programs to enhance product knowledge and sales skills.