Life Insurance Agent

KOSHVI

Remote

Company Description KOSHVI Advisory is a modern business consulting and financial advisory firm that supports entrepreneurs, MSMEs, startups, professionals, and growing businesses in making informed decisions. The firm offers integrated solutions across business consulting, financial advisory, loans and funding, market research, business strategy, growth consulting, tax and compliance, business registration, website development, and digital marketing. By combining finance, strategy, compliance, technology, and growth expertise, KOSHVI helps clients address practical challenges and identify new opportunities. From launching a business and securing capital to strengthening compliance, building a digital presence, and planning sustainable growth, KOSHVI strives to serve as a trusted long-term advisory partner. More information is available at koshviadvisory.in.
Role Description This is a part-time remote role for a Life Insurance Agent at KOSHVI. The Life Insurance Agent will engage with prospective and existing clients to assess their financial protection needs, explain life insurance products, and recommend suitable coverage options. Daily activities include generating leads, conducting online consultations, preparing insurance proposals, and assisting clients with application and policy documentation. The role involves collaborating with internal advisory teams to align insurance solutions with broader financial and business strategies, as well as maintaining accurate records of client interactions and follow-ups. The Life Insurance Agent is expected to uphold high standards of ethics, client service, and regulatory compliance in all interactions.
Qualifications

Ability to manage insurance-focused client interactions, including Insurance Sales and Insurance Brokerage skills.
Understanding of Insurance products and principles, with the capacity to explain coverage and benefits clearly.
Strong Customer Service skills, with a client-centric approach and responsiveness in a remote setting.
Basic to advanced Finance knowledge to align insurance recommendations with clients’ financial goals.
Effective communication and interpersonal skills, both written and verbal.
Self-motivated, organized, and capable of managing part-time remote work with minimal supervision.
Prior experience in life insurance, financial advisory, or related financial services roles is an advantage.
Familiarity with digital tools for online meetings, CRM systems, and document management.
Relevant certifications or licenses for selling life insurance, as required by local regulations, are preferred.