Insurance Consultant

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad range of solutions including ULIPs, term plans, retirement, and child policies to support long-term financial security and life goals. Serving over 3.47 crore policyholders and managing assets of ₹1.34 lakh crores, the company maintains a strong 99.33% claim settlement ratio and a robust solvency margin of 266%. Bajaj Life combines innovative products such as ULIPs with zero allocation charges, specialized term plans for diverse customer segments, and flexible income options to meet varying financial needs. With 598 branches, more than 1.61 lakh insurance consultants, and partnerships with leading banks, the organization focuses on accessible, customer-first service, supported by digital platforms like WhatsApp and Smart Assist. A workforce of over 27,000 employees contributes to a collaborative and innovative culture recognized through multiple employer and digital excellence awards.

Role Description The Insurance Consultant at Bajaj Life in Kangeyam will provide advisory services to customers on life insurance products, helping them assess their financial needs and recommend suitable plans. Day-to-day responsibilities include meeting prospective and existing clients, explaining policy features, assisting with applications and documentation, and ensuring a smooth onboarding experience. The role involves maintaining ongoing customer relationships, addressing queries, supporting claim-related processes, and collaborating with branch and back-office teams to deliver timely service. The Insurance Consultant will also work towards achieving sales and service targets while adhering to regulatory and company guidelines. This is a full-time, on-site role based in Kangeyam.

Qualifications

• Strong understanding of Insurance products and basic Finance concepts relevant to life insurance and long-term financial planning.
• Consulting skills to assess customer needs, provide tailored recommendations, and build long-term advisory relationships.
• Customer Service capabilities to handle queries, resolve issues, and support customers throughout the policy lifecycle.
• Clear and professional Communication skills, including the ability to explain complex information in simple terms.
• Prior experience in insurance, financial services, or sales is preferred; familiarity with local market and languages is an advantage.
• Ability to work on-site, meet performance targets, and manage time effectively in a branch-based environment.
• Minimum educational qualification: graduate degree in any discipline; certifications in insurance or finance are beneficial.
• Comfort with digital tools and platforms for customer engagement and documentation.