Website:
bajajlifeinsurance.com
Job details:
Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad portfolio of solutions including ULIPs, term plans, retirement, and child policies to support diverse life goals. With over 3.85 crore policyholders, an AUM of ₹1.3 lakh crores, a 99.33% claim settlement ratio, and a 343% solvency margin, the organization is recognized for financial strength and reliability. Customers benefit from innovative products such as ULIPs with zero allocation charges, specialized term plans for diabetics, flexible income plans, and women-focused protection solutions. A strong omnichannel presence, including 597 branches, a large advisor network, leading bank partnerships, and a robust WhatsApp service platform, ensures convenient access and service. Bajaj Life fosters an innovative, collaborative culture for its 25K+ employees and has been consistently recognized with top industry and employer awards.
Role Description This is a full-time, on-site Bancassurance Specialist role based in Bihar, India. The Bancassurance Specialist will work closely with partner bank branches to drive life insurance sales, generate leads, and convert prospects into policyholders through consultative selling. Responsibilities include engaging with bank staff to build product awareness, conducting customer meetings within the branch, and providing need-based insurance and investment solutions. The role involves achieving assigned business targets, ensuring high-quality customer onboarding, and maintaining accurate records of leads, opportunities, and sales activities. The specialist will also support post-sales service, coordinate with internal teams for smooth policy issuance and claims support, and uphold regulatory and company compliance standards at all times.
Qualifications
- Strong sales and relationship management skills, with experience in financial services, insurance, or banking preferred.
- Customer engagement and communication abilities, including clear presentation, active listening, and need-based consultation.
- Basic understanding of life insurance products, investment concepts, and financial planning, or willingness to learn quickly.
- Ability to work effectively within bank branches, collaborate with branch staff, and manage multiple stakeholders.
- Goal-oriented mindset with proven ability to meet or exceed sales targets and handle field-level responsibilities.
- Good organizational and documentation skills for maintaining records, reports, and compliance-related documentation.
- Minimum educational qualification: Graduate degree in any discipline; a specialization in finance, commerce, or business is an advantage.
- Relevant certifications in life insurance or financial advisory (IRDAI or equivalent) are an added benefit; candidates must meet regulatory licensing requirements as applicable.
- Comfort with using digital tools, CRM systems, and mobile/online platforms for sales tracking and customer service.
- Proficiency in
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