Life Insurance Advisor

Max Life Insurance Company Limited

0 to 2 yrs. Bengaluru / Bangalore
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Posted on 05 Jan 2020

Job Description

Provides service to client's changing insurance needs by selling life, health and disability insurance.
Establishing productive working relationships with clients.
Develop base for long terms sources of clients.
Compiles list of clients.
Determine clients' particular needs and financial situations by scheduling fact finding appointments and determining the extent of present coverage and investments.
Ascertain clients' long term goals.
Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long term strategy implementation.
Communicates with adjusters.
Obtains underwriting approval by completing application for coverage.
Completes coverage by delivering policy, planning future follow-up visits and evaluation of needs.
Providing procedural services relating to various aspects of the insurance business.


Job Posted by

Mahaveer Chaplot Agency Manager Designate Max Life Insurance Company Limited Bengaluru / Bangalore


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