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 through multichannel distribution including agency and third-party distribution partners. The company has an individual death claims paid ratio of 99.70% for FY24-25 and boasts Rs. 175,072 crore of assets under management as of March 31, 2025. Axis Max Life has built its operations over almost two decades with a customer-centric approach, trained human capital, and a need-based sales process.

Role Description

This is a full-time on-site role for an Insurance Advisor located in New Delhi. The Insurance Advisor will be responsible for providing exceptional customer service, conducting consultations to understand clients' insurance needs, advising on suitable insurance products, and maintaining up-to-date knowledge on insurance offerings. Daily tasks include prospecting and meeting new clients, managing existing client relationships, processing insurance applications, and ensuring regulatory compliance.

Qualifications

• Skills in Insurance and Finance
• Experience in Consulting and Customer Service
• Strong Communication skills, both written and verbal
• Bachelor's degree in Finance, Business Administration, or a related field
• Excellent interpersonal skills and ability to build strong client relationships
• Ability to work independently and as part of a team
• Knowledge of relevant regulatory requirements and compliance
• Experience in the insurance industry is a plus