Insurance Consultant

Company Description

Bajaj Life Insurance is one of India's fastest-growing life insurance companies, providing a wide range of products including ULIPs, term insurance, and retirement plans to help customers secure their future and achieve financial goals. With over 3.85 crore policyholders, an asset under management (AUM) of ?1.3 Lakh Crores, and a 99.29% claim settlement ratio, Bajaj Life is committed to financial protection and wealth creation. The company has an extensive reach through partnerships, 597 branches, and 1.62 lakh insurance consultants, supported by a WhatsApp service platform for customer convenience. Bajaj Life fosters a culture of innovation and collaboration, recognized as a Great Place to Work, and has received multiple accolades including the World's Digital Insurance Award 2025.

Role Description

This is a full-time, on-site role for an Insurance Consultant, based in Burdwan. The Insurance Consultant will assist customers in selecting appropriate Bajaj Life insurance products, creating tailored financial plans, and providing expert insurance and financial advice. Responsibilities include assessing customer needs, explaining policies clearly, maintaining strong client relationships, and ensuring a high standard of customer service to help clients meet their financial and insurance goals.

Qualifications

• Insurance and Finance knowledge to guide customers in planning and securing financial goals
• Consulting and interpersonal skills to assess client needs and provide customized solutions
• Customer Service and Communication expertise to provide an excellent experience and enhance client relationships
• Organizational skills and a goal-oriented mindset to meet performance targets
• Previous experience in insurance, financial advisory, or related fields is preferred
• Bachelor's degree in Finance, Business, or a related field is desirable
• Strong problem-solving ability and a customer-centric approach