Future Advisor Guide
As a life insurance advisor, you would be the link that connects us with the customers. Your primary responsibility would be to provide life insurance services on behalf of ICICI Prudential Life Insurance. As our advisor, you are in a unique position where both, the customer and we put our faith in you. Hence, right from gaining the customer’s trust to offering them appropriate insurance advice, the responsibility lies on your shoulders.
Your responsibility also includes interacting with individuals and families to:
- Understand their protection and investment needs
- Identify and recommend solutions that fits their requirements the best
- Offer the prospect or existing customer the complete range of products
- Help complete the procedure necessary for processing the purchase of the policy
- Keep in touch with customers to ensure that their policy service requests are managed properly
- Facilitate settlement of claims
Comp/doc/Jan/2018/0753.
