Life Insurance Advisor at HNtrix · Delhi · 1 - 5 years · ₹1.8L - ₹3.5L / yr · Profitable · Posted 12 Mar 2026

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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Client Relationship Management
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Ensure exceptional client servicing and timely resolution of customer requirements.
Business Operations & Stakeholder Management;
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Ensure profitable business growth by maintaining an optimal product mix and healthy
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Monitor business performance and take corrective actions to achieve both top-line and
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Adhere to company policies, operational processes, and internal controls.
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statutory requirements.
Maintain high standards of ethical business conduct and corporate governance.
Key Performance Indicators (KPIs)
New Client Acquisition
Revenue Generation (Top Line)
Portfolio Profitability (Bottom Line)
Client Retention Ratio
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Product Mix Penetration
Collection Efficiency
Customer Satisfaction & Service Excellence
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Strong understanding of commercial insurance products and risk management concepts.
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