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Term Life Advisor

GrayQuest

2 - 5 years

Mumbai

Posted: 12/03/2026

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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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