Term Life Advisor
GrayQuest
2 - 5 years
Mumbai
Posted: 12/03/2026
Job Description
GrayQuest is Indias leading FinTech innovator in the education ecosystem, transforming the
$100B+ education industry through its cutting-edge financial solutions. Our flagship
offeringmonthly EMI solutions for school and college fee paymentsmakes education
more accessible, affordable, and rewarding for millions of Indian families.
We partner with 5,000+ leading educational institutions across India, making us a trusted
name in education-focused financial services. Backed by some of Indias most respected
investors and entrepreneursincluding Kunal Shah & Miten Sampat (CRED), Nitin Gupta
(UNI), Sumit Maniyar (Rupeek), and Sujeet Kumar (Udaan)GrayQuest continues to expand
its impact in the financial services ecosystem.
As part of our strategic expansion, we have launched a new insurance and financial
protection vertical, focused on helping families secure their long-term financial goals and
protect their childrens future.
Role Overview
We are looking for articulate and empathetic Term Life Advisors who can guide families
through meaningful conversations around financial planning, rising education costs,
inflation, and long-term financial security.
In this role, you will engage with high-quality customers from GrayQuests ecosystem,
understand their financial responsibilities and goals, and conduct structured consultations
focused on protecting their familys future.
A key part of the consultation will involve helping customers understand the role of term life
insurance in securing their familys financial stability, and recommending the most suitable
options available in the market based on their specific needs.
This role is ideal for individuals with excellent communication skills in Hindi and English,
strong listening ability, and a natural inclination toward consultative conversations and
advisory-based selling.
Freshers with outstanding communication skills and a strong learning mindset are encouraged
to apply.
Key Responsibilities
- Conduct structured consultations with customers to understand their financial responsibilities, family goals, and future plans
- Initiate conversations around education planning, rising education costs, inflation, and long-term financial protection
- Educate customers about the importance of financial risk protection for their families
- Recommend suitable term life insurance plans available in the market based on the customers needs and financial situation
- Build trust through consultative discussions and needs-based advisory
- Address customer questions clearly and confidently, helping them make informed financial decisions
- Maintain detailed records of consultations, customer insights, and sales outcomes
- Collaborate with internal teams to ensure smooth onboarding and customer support
- Stay updated on insurance products, industry practices, and financial planning concepts
Requirements
- Excellent spoken communication skills in both English and Hindi (mandatory)
- Strong ability to build rapport and conduct engaging conversations with customers
- Clear articulation, confidence, and professionalism during consultations
- A consultative mindset with the ability to simplify financial concepts for customers
- Self-driven and comfortable working in a performance-driven environment
- Ability to quickly learn and adapt in a fast-paced startup ecosystem
Preferred Profile
- Prior experience in sales, advisory, telecalling, or financial services is an advantage but not mandatory
- Fresh graduates with strong communication skills and a customer-first mindset are
welcome
Candidates based in Mumbai are preferred, though remote work options are available
What We Offer
- Opportunity to be part of a fast-growing fintech building a new insurance vertical
- Access to a high-quality customer base within the education ecosystem
- Structured training to build expertise in financial protection advisory
- Attractive fixed compensation with performance-based incentives
- Strong career growth opportunities in a rapidly expanding financial services segment
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