
Job Description: Life Insurance Executive / Advisor
Job Title:
Life Insurance Executive / Relationship Officer / Insurance Advisor
Department: Life Insurance / Sales
Location: Kalkaji, New Delhi - 110019
Key Roles & Responsibilities:
- Promote and sell life insurance products such as Term Plans, ULIPs, Endowment Plans, Child Plans, and Pension Plans
- Understand customers’ financial needs and recommend suitable insurance solutions
- Generate new business through leads, referrals, and walk-in customers
- Assist customers with policy documentation and KYC procedures
- Ensure timely policy issuance and provide post-sales customer support
- Follow up for policy renewals and premium payments
- Achieve assigned sales targets and maintain productivity standards
- Maintain accurate customer records and comply with IRDAI guidelines
Eligibility Criteria:
- Minimum qualification: 12th Pass / Graduate
- Freshers and experienced candidates can apply
- Basic communication skills in English/Hindi
- Willingness to work in sales and field activities
Skills Required:
- Customer handling and relationship management
- Sales and persuasion skills
- Basic understanding of insurance products
- Time management and follow-up skills
Experience:
- 0–3 years (Life Insurance experience preferred but not mandatory)
Salary & Benefits:
- Fixed salary + attractive incentives
- Performance-based bonuses
- Professional training and career growth opportunities

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About us:
IndieFolio is rethinking the traditional creative agency model by allowing leading brands to assemble custom creative teams, delivering world-class quality. We connect top brands with India's finest creative talent in design, video, and content, leveraging advanced technology and industry expertise to streamline the process. Our curated network of professionals, combined with a data-driven approach, ensures exceptional results and unmatched efficiency. With a proven track record and a commitment to innovation, IndieFolio is transforming how businesses access and collaborate with top-tier creative talent. We are scaling our team and operations, seeking independent, responsible, and accountable individuals to join our dynamic team.
About the role:
As an Account Executive, you will work closely with the Key Account Manager to support client relationships, manage project execution, and ensure smooth day-to-day coordination across accounts. This role is ideal for someone who wants to learn how strong accounts are built and managed from the ground up. You will get exposure to large client accounts while also gradually taking responsibility for smaller projects and selected client interactions over time. If you are someone who enjoys working with people, solving problems, and learning by doing, this role will give you broad exposure and a strong foundation in account management.
Responsibilities:
- Account & Project Support: Support the Account Manager in managing ongoing client accounts and projects while helping drive smooth communication, timely follow-ups, and strong execution across teams and stakeholders.
- Client Coordination: Assist in building strong client relationships through timely communication, responsiveness, and attention to detail while supporting client calls, requirement gathering, follow-ups, and status updates across projects.
- Talent Coordination & Quality Support: Help identify and coordinate the right creative talent for different project needs while learning how talent is evaluated based on quality, fit, availability, and budget.
- Proposal Building, Pricing & Commercial Exposure: Assist in creating proposals, scopes, and project plans for client requirements while working closely with the team to understand how pricing decisions are made and how projects are scoped commercially.
- Reporting & Operations: Track project progress, maintain account updates, and help keep documentation organized across proposals, timelines, deliverables, and key account updates.
Requirements
- 1-2 years of experience in account management, client servicing, project coordination, operations, or a similar role.
- Strong communication and coordination skills.
- Highly organized, detail-oriented, and dependable.
- Eagerness to learn client management, project execution, pricing, and talent coordination.
- Ability to manage multiple tasks and work in a fast-paced environment.
- Ownership mindset with a willingness to take initiative.
Why Join Us?
- Work with Leading Brands: Get exposure to some of the biggest brands in India and learn how high-quality creative projects are managed at scale.
- Learn the Business Hands-On: Work closely with experienced account leaders and learn the fundamentals of client servicing, project management, pricing, proposals, and talent coordination.
- Grow with Responsibility: Start by supporting core account functions and gradually take on more responsibility as your confidence and capability grow.
- Vibrant & Collaborative Community: Connect with a passionate team of creative thinkers and innovators who share your dedication to excellence and making a difference.
- High-Trust Environment: Be part of a team that values initiative, accountability, and strong execution.
- Remote-First Flexibility: Work in a setup that gives you autonomy while staying closely connected to a collaborative team.
30–60–90 Day Plan
First 30 Days – Understand the Business
- Learn IndieFolio’s business model, services, clients, and internal workflows.
- Understand how projects are scoped, talent is selected, and accounts are managed.
- Get familiar with tools, reporting formats, and communication processes.
Days 31–60 – Shadow & Support Closely
- Work closely with the Account Manager across active projects and client accounts.
- Start contributing to client coordination, follow-ups, proposals, and internal execution.
- Build context on pricing, talent decisions, and project workflows through day-to-day exposure.
Days 61–90 – Start Implementing on Smaller Pieces
- Begin taking ownership of smaller tasks and project components with guidance.
- Support selected client interactions, project coordination, and execution responsibilities more independently.
- Show strong reliability, responsiveness, and judgment in day-to-day account support
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URL: https://appitsimple.com/about">https://appitsimple.com/about
Product: CallHippo.
CallHippo was launched in 2017. It is an intelligent VoIP (voice over Internet protocol) service provider for business organizations and call centers. The main objective behind launching CallHippo was to provide easy-to-adopt, cost-effective, scalable, and accessible phone systems to businesses. Customized pricing plans, 24/7 available support, and innovative top-of-the-line features make CallHippo stand out from market competitors. With 2000+ customers across 25+ countries, the company is just getting started and is sure to scale greater heights in the future.
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enhancements and/or new feature development.
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Send us your code samples / GitHub profile / published articles if applicable.
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Hi , Greeting form LMV Investment Services Pvt Ltd!!
Looking for TEAM LEADER- FEMALE !!!!
Job Description:
We are looking for an experienced Telecaller who can handle the team and align them towards the sales targets.
Roles and Responsibilities:
- The team leader will be responsible for supervising & managing the team and also responsible for Handling the team & and also need to focus to reach the targets & revenue of the company
- Handle the Telecalling team.
- Should have a good knowledge about health insurance, life insurance & general insurance
- Communicating verbal acceptances of offers to our Sales team for closing.
- Recording all successful and unsuccessful attempts to close sales.
- Attending regular team meetings to clarify progress and performance-related expectations.
- Monitoring the calls
- Managing and maintaining the given data
- Submitting the reports of calls at the end of the day
Requirements:
- Computer Literacy
- Leadership capabilities
- Prior Telecalling experience
Criteria Required:
- Age Limit Upto 27 years.
- Education Qualification: Graduate any stream.
- Job Location : soamjiguda branch
- Experience of at least 3 to 4 years of Life Insurance sales.









