Insurance Agent/Advisor

Purnaa Praggna Fintech Services
Work from home
₹12,000 - ₹40,000 monthly*

Fixed

₹12,000 - ₹35,000

Average Incentives*

₹5,000

Earning Potential

₹40,000

Part TimePart Time
Full TimeFull Time
Any experienceAny experience
No English RequiredNo English Required

Job highlights

Urgently hiring

Urgently hiring

3 applicants

3 applicants

Benefits include:  Annual Bonus

Benefits include: Annual Bonus

₹1000 fee charged by company HR

WHY? - IRDA Exam

Job Description

📢 Hiring: Financial Advisor – 

Job Title: Financial Advisor / Insurance Sales Executive

Work Mode: Remote / Work From Home

Job Type: Full-Time

Job SummaryWe are looking for a motivated Financial Advisor to connect with potential customers, understand their financial goals, and recommend suitable insurance policies and financial protection plans. The ideal candidate should have strong communication and sales skills, a customer-centric approach, and the ability to achieve sales targets while building long-term client relationships.

  • Key ResponsibilitiesIdentify and connect with potential clients to generate insurance sales opportunities.
  • Understand customer needs and recommend suitable insurance policies, life insurance plans, and financial protection solutions.
  • Prepare and present customized financial plans, insurance quotations, and policy proposals.
  • Explain policy features, benefits, premiums, coverage, and terms to prospective customers.
  • Convert leads into sales and achieve monthly revenue targets and business objectives.
  • Build and maintain long-term customer relationships through regular follow-ups and after-sales support.
  • Assist customers with policy renewals, amendments, claims processing, and documentation.
  • Maintain accurate customer records and ensure a smooth customer experience throughout the sales cycle.
  • Required SkillsExcellent communication, convincing, negotiation, and interpersonal skills.
  • Strong sales, lead generation, and customer relationship management abilities.
  • Ability to understand customer requirements and recommend appropriate insurance solutions.
  • Target-oriented mindset with a passion for sales and business development.
  • Basic knowledge of insurance products, financial planning, and policy servicing is an advantage.
  • Who Can Apply?Candidates with experience in insurance sales, financial advisory, banking sales, telesales, or relationship management.
  • Freshers with strong communication and sales aptitude may also apply, depending on the employer's requirements.
  • Candidates comfortable with customer calls, virtual consultations, and target-based sales.

📩 Apply NowInterested candidates can apply with their updated resume.

Keywords: Financial Advisor | Insurance Sales | Work From Home | Remote Jobs | Life Insurance | Financial Planning | Insurance Consultant | Sales Executive | Lead Generation | Client Relationship Management | Policy Sales | Customer Acquisition | Revenue Targets | Banking Sales | Telesales | Business Development

Job role

Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryInsurance Sales
Employment type
Employment typeFull Time & Part Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
Education12th Pass
Skills
SkillsHealth Insurance, Home Insurance, Retirement Plans, Credit Cards, Motor Insurance
English level
English levelNo English Required
Regional language
Regional languageFluent in speaking Bengali, Hindi
Age limit
Age limit18 - 60 years
Gender
GenderAny gender

About company

Name
NamePurnaa Praggna Fintech Services
Address
Address27, Bose Pukur Rd, Bosepukur, Kasba, Kolkata, West Bengal, India
Job posted by Purnaa Praggna Fintech Services

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You can expect a minimum salary of 12,000 INR and can go up to 40,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have studied 12th Pass and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Kolkata to get hired quickly.

The candidate should have No English Required skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

Yes, it's a work from home job and can be done online. You can explore and apply for other work from home jobs in Kolkata at apna.

1,000 INR has to be deposited during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 25 Nov 2026. For more details, download apna app and find Work from Home jobs in Kolkata . Through apna, you can find jobs in 64 cities across India. Join NOW!