Insurance Advisor

Company Description Union Assurance PLC is a life insurance company focused on empowering individuals on their personal and professional journeys of progress. The organization is committed to making life insurance more accessible, helping people build strength and confidence in all areas of life. Its core purpose is to protect lives and enhance financial, emotional, and physical well-being, contributing to broader economic and social development. Union Assurance emphasizes responsible, customer-centered solutions that support long-term security and growth. The company is duly licensed and regulated by the Insurance Regulatory Commission of Sri Lanka (IRCSL).Role Description The Insurance Advisor role is a full-time hybrid position based in Colombo, with a combination of in-office and work-from-home arrangements. The Insurance Advisor will engage with prospective and existing customers to understand their financial protection needs and recommend appropriate life insurance solutions. Day-to-day responsibilities include conducting consultations, explaining policy features and benefits, preparing proposals, and assisting customers through the application and underwriting process. The role involves maintaining ongoing relationships, providing policy reviews, and handling customer inquiries and service requests in a timely and professional manner. The Insurance Advisor will also collaborate with internal teams, participate in training sessions, and support business development activities to achieve individual and team targets.Qualifications Strong knowledge or interest in Insurance and Finance, with the ability to understand life insurance products and basic financial planning concepts.Background or aptitude in Consulting, including the capacity to assess customer needs and provide tailored recommendations.Demonstrated Customer Service skills, with a focus on building trust, maintaining long-term relationships, and ensuring a positive client experience.Excellent Communication skills, both verbal and written, with the ability to explain complex information clearly and confidently.Relevant education in business, finance, economics, marketing, or a related field; professional insurance or finance certifications are an advantage.Proactive and goal-oriented mindset, with strong interpersonal skills and the ability to work effectively in a hybrid environment.Comfort with digital tools and CRM systems for managing customer information and sales activities.Prior experience in insurance, banking, financial services, or sales is preferred but not mandatory.