Life Insurance Advisor

Company Description

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Limited, is a joint venture between Max Financial Services Limited and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through various channels including agency and third-party distribution partners. Axis Max Life Insurance Limited has a notable individual death claims paid ratio of 99.70% for FY24-25 and manages assets worth Rs. 175,072 crore as of 31st March 2025. The company emphasizes a need-based sales process, customer-centric engagement, and well-trained human capital. For more information, visit www.axismaxlife.com.

Role Description

This is a full-time, on-site role for a Life Insurance Advisor located in Jabalpur Tehsil. The Life Insurance Advisor will be responsible for providing clients with life insurance solutions tailored to their needs. Daily tasks include conducting financial assessments, consulting with clients to provide customized insurance plans, ensuring excellent customer service, and maintaining comprehensive records. The advisor will also be required to stay up-to-date with financial regulations and industry trends to offer the best advice to clients.

Qualifications

• Insurance and Finance skills
• Consulting skills and experience
• Customer Service and Communication skills
• Ability to work independently and proactively
• Experience in sales or marketing is a plus
• Bachelor's degree in Finance, Insurance, Business Administration, or related field