Job Overview
An SBI Life Insurance Advisor is a certified financial representative who acts as a trusted guide for individuals and families. The primary goal of this role is to understand clients' financial goals, assess their risk appetites, and recommend tailored life insurance and wealth-savings solutions from SBI Life's portfolio.
This role offers immense flexibility, allowing individuals to work full-time or part-time, from an office or completely remote (Work from Home), making it highly suitable for freshers, homemakers, retired professionals, or anyone looking for a secondary income source.
Key Responsibilities
1. Client Acquisition & Networking
Identify, approach, and build a network of prospective clients through cold calling, referrals, and networking events.
Leverage the trust of the "SBI" brand to connect with potential buyers and establish long-term financial relationships.
2. Need-Based Financial Advising
Analyze client profiles—including income, dependents, age, and future goals (e.g., child education, marriage, retirement).
Recommend the right mix of products, such as Term Insurance, Savings Plans, Unit Linked Insurance Plans (ULIPs), Retirement/Pension Plans, or Child Plans.
3. Sales & Policy Issuance
Present and explain the benefits, exclusions, and premium structures of various SBI Life policies clearly.
Department Of Employment And Training,
Old Alandur Road,
Guindy, Chennai-32.
9499966018 .
tnprivatejobs@gmail.com .
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