Insurance Advisor

Company Description

Axis Max Life Insurance Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive protection and long-term savings life insurance solutions. With an individual death claims paid ratio of 99.70% for FY24-25, the company operates through a multichannel distribution including agency and third-party partners. Axis Max Life Insurance Limited emphasizes a customer-centric approach and has Rs. 175,072 crore of assets under management and a Sum Assured in Force of Rs. 2,191,857 crore as of March 31, 2025. For more information, visit www.axismaxlife.com.

Role Description

This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing financial advice to clients, identifying insurance needs, recommending suitable insurance products, and assisting clients with policy applications. The role also includes delivering excellent customer service, maintaining client relationships, and ensuring all client interactions are documented accurately.

Qualifications

• Insurance and Finance skills
• Experience in Consulting and providing financial advice
• Strong Customer Service skills
• Excellent Communication skills, both verbal and written
• Ability to work independently and remotely
• Relevant industry qualifications or certifications are a plus
• Bachelor's degree in Finance, Business, or related field
• Understanding of life insurance products and regulations