Financial Advisor

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad portfolio of products including ULIPs, term plans, retirement, and child policies to support long-term financial security. With over 3.47 crore policyholders, an AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a 266% solvency margin, the company provides strong financial protection and wealth-creation opportunities. Bajaj Life serves customers through 598 branches, more than 1.61 lakh insurance consultants, and leading bank partnerships, supported by convenient digital and WhatsApp-based services. The organization fosters an innovative and collaborative culture among 27K+ employees and has been recognized with multiple awards, including World’s Digital Insurance Award 2025 and Best Employer India by Kincentric. Bajaj Life continues to invest in technology, customer-first service, and talent development to remain a trusted brand in the life insurance sector.

Role Description This is a full-time remote role for a Financial Advisor at Bajaj Life. The Financial Advisor will engage with customers to understand their financial goals, risk profile, and life-stage needs, and recommend suitable Bajaj Life insurance and investment solutions, including term plans, ULIPs, retirement, and child policies. Daily activities include conducting virtual consultations, preparing and presenting financial plans, explaining product features and benefits, and assisting customers through the application and onboarding process. The role also involves ongoing portfolio reviews, policy servicing support, and proactive communication to ensure long-term customer satisfaction and retention. The Financial Advisor will collaborate with internal teams for training, compliance, and use of digital tools to deliver efficient, customer-centric advisory services.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills, with the ability to assess client needs and design suitable solutions.
• Candidates should possess solid knowledge of Finance and Investments, including insurance, market-linked products, and long-term wealth-building strategies.
• Candidates should possess expertise in Retirement Planning, with an understanding of income protection, long-term savings, and risk management for different life stages.
• Candidates should possess effective communication, relationship-building, and customer service skills to explain complex concepts in simple terms and build trust.
• Relevant academic background in finance, commerce, economics, business, or a related field; professional certifications in financial planning or insurance advisory are an advantage.
• Comfort with digital tools, CRM systems, and remote consulting platforms; ability to work independently and meet targets in a remote environment.
• Strong ethical standards, attention to detail, and adherence to regulatory and company compliance guidelines.
• Prior experience in life insurance, banking, financial services, or advisory