Website:
bajajlifeinsurance.com
Job details:
Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurers, offering a diverse portfolio of products including ULIPs, term plans, retirement, and child policies to support long-term financial security and life goals. With over 3.47 crore policyholders, a strong AUM, high claim settlement ratio, and robust solvency margin, the organization focuses on reliable protection and disciplined wealth creation. Its customer-first approach is supported by a wide distribution network of branches, insurance consultants, leading bank partnerships, and a convenient WhatsApp Conversational Platform. Bajaj Life promotes an innovative and collaborative culture for over 27,000 employees and has been consistently recognized as a top employer and digital insurance leader. The company continues to invest in technology, service excellence, and growth opportunities for both customers and team members.
Role Description The Insurance Consultant role at Bajaj Life is a full-time, on-site position based in Coimbatore. The consultant will guide customers in selecting suitable life insurance products, including term plans, ULIPs, and savings solutions, aligned with their financial goals and risk profiles. Daily responsibilities include conducting needs-based financial assessments, explaining policy features and benefits, providing premium and coverage illustrations, and assisting customers through the application and underwriting process. The role also involves maintaining strong customer relationships, handling service inquiries, supporting policy renewals, and collaborating with branch teams to achieve sales and service targets. The consultant is expected to adhere to regulatory guidelines, uphold ethical sales practices, and contribute to a high-quality customer experience.
Qualifications
- Strong knowledge of Insurance products and life insurance solutions, with the ability to match offerings to customer needs.
- Understanding of Finance concepts such as risk profiling, long-term savings, and basic investment principles.
- Experience in Consulting or advisory roles, with a consultative approach to needs analysis and solution recommendation.
- Proven Customer Service skills, including responsiveness, empathy, and resolution of queries and concerns.
- Excellent Communication skills, both verbal and written, with the ability to explain complex information in simple terms.
- Relevant experience in financial services, banking, or insurance sales is preferred.
- Minimum educational qualification: Graduate degree in any discipline; qualifications in finance, insurance, or business are an advantage.
- Ability to work in a target-driven environment, with strong interpersonal skills and ethical sales practices.
- Proficiency in local language and basic computer skills for digital platforms and CRM systems.
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