Sales Associate

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a diverse range of products including ULIPs, term insurance, retirement, and child plans to support long-term financial security and life goals. Serving over 3.47 crore policyholders with a strong claim settlement ratio and robust solvency margin, the company focuses on financial protection, wealth creation, and peace of mind. Bajaj Life provides innovative solutions such as specialized term plans, smart investment approaches, and flexible income options tailored to different customer needs. With an extensive distribution network, digital service platforms, and partnerships with leading banks, the organization emphasizes accessibility and customer-first service. Recognized with multiple employer and digital innovation awards, Bajaj Life fosters an innovative, collaborative culture for its 27,000+ employees.

Role Description The Sales Associate role at Bajaj Life is a full-time, on-site position based in Vadodara. The Sales Associate will engage with prospective and existing customers to understand their financial protection and investment needs and recommend suitable Bajaj Life products and solutions. This role involves generating leads through various channels, conducting sales meetings and presentations, explaining policy features and benefits, and supporting customers through the application and onboarding process. The Sales Associate will maintain accurate records of customer interactions, follow up on leads, and work closely with branch teams and insurance consultants to meet individual and team sales targets. The role also includes staying updated on product offerings, market trends, and regulatory guidelines to ensure compliant and informed customer interactions.

Qualifications

• Strong sales, negotiation, and customer relationship management skills, with the ability to convert leads into policyholders.
• Effective communication and interpersonal skills, including the ability to explain complex insurance concepts in clear, simple language.
• Basic financial and insurance knowledge, with an understanding of life insurance, investment products, and long-term financial planning.
• Proficiency in using digital tools, CRM systems, and mobile or web-based platforms for customer servicing and sales tracking.
• Ability to work in a target-driven environment, manage time efficiently, and prioritize multiple customer engagements.
• Minimum of a bachelor’s degree in any discipline; prior experience in insurance or financial services sales is an advantage.
• Comfort working on-site in a branch setup in Vadodara and collaborating with cross-functional teams and distribution partners.
• High level of integrity, customer-centric mindset, and willingness to learn and adapt to evolving products and processes.