Insurance Advisor - II

About the Team

The Insurance Advisors Team plays a critical role in helping customers make informed decisions about their motor and health insurance needs. The team engages directly with prospective customers over the phone, understanding their requirements, educating them about different insurance products, and guiding them toward the most suitable options. By delivering expert, personalized advice and building trust, the team aims to ensure a seamless customer experience while driving sales and supporting the companys growth objectives.

About the Role

We are looking for a motivated and customer-focused Insurance Advisor to join our growing team. Once you will be assigned into one of the pods dedicated for motor / health insurance basis business requirements. In this role, you will be responsible for speaking with both new and existing customers over the phone to understand their insurance needs, address their queries, and recommend suitable insurance plans. You will play a key role in driving sales by building trust, educating customers on product features and benefits, and guiding them through the purchase process. Success in this role requires strong communication skills in both Hindi and English, a persuasive and consultative sales approach, and a commitment to delivering an exceptional customer experience. If you thrive in a fast-paced, target-driven environment and are passionate about helping people make important financial decisions, wed love to hear from you.

Key Responsibilities

• Handle inbound customer inquiries and proactively promote insurance products.
• Follow up with potential leads through outbound calls to maximize conversion opportunities.
• Consistently meet or exceed monthly sales targets and performance metrics.
• Provide clear, accurate, and personalized explanations of policy terms and features.
• Help customers compare plans and make informed purchase decisions.
• Proactively manage policy renewals by reaching out to customers before expiry.
• Ensure continuity of coverage through timely follow-ups and support, minimizing drop-offs.

Must Haves

• Experience: 1-2 years of experience in sales
• Persuasive Ability: Strong influencing skills with the ability to build customer rapport
• Communication Excellence: Clear, confident, and effective communicator
• English & Hindi Proficiency: Fluent in English and Hindi for seamless customer interaction

About Navi

We are on a mission to make finance simple, accessible and affordable for a billion Indians. Guided by a strong customer-first approach, we are building tech-first solutions that work at scale. Our offerings include a range of financial products and services across Loans, Insurance, Mutual Funds, Digital Gold and UPI.

Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of Indias fastest-growing financial services organisations. But were just getting started!

To know more about us, our work, people, culture, values etc., check out navi.com/careers.

Our Culture

At Navi, were a place where ambition meets opportunity and ideas turn into impact quickly. We empower people with high ownership from the start, encouraging them to solve meaningful problems and build with excellence. Teams here work in an environment that values speed, collaboration and craftsmanship, while celebrating learning, growth and shared wins along the way. Whether youre shaping the future of fintech products or driving innovation behind the scenes, life at Navi means being part of a high-energy, talent-driven workplace where your contributions truly make a difference.

Were guided by our own operating system - The Navi OS - a set of principles that

shape how we work and win together. You can explore them at navi.com/our-values

to see what drives us every day.

If this feels like you, Navi is the place to grow, thrive and make a real impact.