Financial Advisor

Axis Max Life Insurance Limited; Kolkata District; On-site; INR 180,000 - 300,000; Full time

Job summary

Axis Max Life Insurance Limited in Kolkata is seeking a Financial Advisor to prospect, engage customers, and explain life insurance solutions. You will conduct needs-based assessments to recommend policies, maintain records, and follow up on leads to close sales.

The role emphasizes meeting sales targets, coordinating with internal teams and partners, and delivering ongoing service to policyholders while adhering to regulatory guidelines.

Qualifications

• Strong sales and business development skills
• CRM and communication skills, with ability to explain insurance products clearly
• Basic financial understanding and aptitude for needs-based analysis
• Ability to work on-site in Kolkata and collaborate with team members
• Prior experience in insurance/banking or financial services sales is advantageous
• Minimum educational qualification: high school diploma; bachelor’s degree preferred
• Comfort with using digital tools and company portals for documentation and servicing
• Integrity, accountability, and adherence to regulatory guidelines and policies

Responsibilities

• Prospect and engage potential customers, explain life insurance products, and conduct needs-based assessments to recommend policies.
• Meet sales targets, manage customer inquiries, maintain accurate records of interactions and proposals, and follow up on leads to close sales.
• Coordinate with internal teams and distribution partners, ensure regulatory and company compliance, and provide ongoing service to policyholders for a positive customer experience

Skills

Sales

Lead generation

Customer acquisition

CRM

Communication

Needs-based analysis

Insurance sales

On-site Kolkata

Education

High school diploma

Bachelor’s degree preferred

Tools

Company portals

Digital tools

Job description

Company Description

Axis Max Life Insurance Limited is a joint venture between Max Financial Services Limited, part of the diversified Max Group, and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through multiple distribution channels, including agency networks and third-party partners. It has built its operations over nearly two decades with a strong focus on need-based sales, customer-centric service delivery, and trained human capital. Axis Max Life Insurance Limited maintains a high individual death claims paid ratio of 99.8% (FY25–26) and manages substantial assets under management and sum assured in force. Applicants can learn more about the company and its services via its website and customer service channels.

Role Description

This Full Time/Part Time, on-site Financial Advisor role is based in Kolkata. The Financial Advisor will actively prospect and engage potential customers, explain life insurance products and solutions, and conduct needs-based assessments to recommend appropriate policies. Responsibilities include meeting sales , managing customer inquiries, maintaining accurate records of interactions and proposals, and following up on leads to close sales. The role also involves coordinating with internal teams and distribution partners, adhering to regulatory and company compliance standards, and providing ongoing service support to policyholders to ensure a positive customer experience.

Qualifications

• Strong sales and business development skills, including lead generation, customer acquisition, and target achievement.
• Customer relationship management and communication skills, with the ability to explain complex insurance products clearly.
• Basic financial understanding and aptitude for needs-based analysis to recommend suitable life insurance solutions.
• Ability to work on-site in Kolkata, maintain professional conduct, and collaborate effectively with team members and partners.
• Prior experience in insurance, banking, or financial services sales is an advantage.
• Minimum educational qualification: high school diploma; a bachelor’s degree in any discipline is preferred.
• Comfort with using digital tools and company portals for documentation, reporting, and customer servicing.
• Integrity, accountability, and adherence to regulatory guidelines and company policies.