Insurance Advisor

Axis Max Life Insurance Limited; Delhi; On-site; INR 240,000 - 520,000; Full time

Job summary

Axis Max Life Insurance Limited is hiring an Insurance Advisor in Delhi for a full-time, on-site role. You will engage with prospective and existing customers to assess protection needs and recommend life insurance and savings solutions.

You will conduct needs-based financial assessments, explain policy features, and assist with documentation while maintaining follow-ups for renewals and relationship building.

Qualifications

• Knowledge of life insurance and financial planning basics.
• Ability to conduct needs-based discussions and build trust.
• Clear verbal and written communication with ability to explain complex concepts.

Responsibilities

• Meet clients and assess financial protection needs.
• Explain policy features and benefits to customers.
• Assist with proposal forms and documentation.
• Follow up to ensure policy renewals and long-term relationships.

Skills

Insurance knowledge

Consulting

Customer service

Communication skills

Presentation skills

CRM systems

Education

Bachelor’s degree in business/finance/commerce

Tools

Digital tools

Job description

Company Description

Axis Max Life Insurance Limited (formerly Max Life Insurance Company Limited) is a joint venture between Max Financial Services Limited, part of the diversified Max Group, and Axis Bank Limited. The company is a leading life insurer in India, with an individual death claims paid ratio of 99.8% for FY25-26 and a strong track record of customer‑centric service over nearly two decades. Axis Max Life offers comprehensive protection and long‑term savings solutions through multiple distribution channels, including agency and third‑party partners. As of March 31, 2026, the company manages Rs. 200,000 crore in assets under management and has a Sum Assured in Force of Rs. 2,191,857 crore. Potential applicants can learn more about the organization and its services at www.axismaxlife.com and through its dedicated customer service channels.

Role Description

The Insurance Advisor role is a full‑time, on‑site position based in Delhi, India. The Insurance Advisor will engage with prospective and existing customers to understand their financial protection needs and recommend suitable life insurance and savings solutions. Daily activities include meeting clients, conducting needs‑based financial assessments, explaining policy features and benefits, and assisting with proposal forms and documentation. The role involves responding to customer queries, supporting claim‑related guidance, and maintaining regular follow‑ups to ensure policy renewals and long‑term relationships. The Insurance Advisor will work closely with internal teams and distribution partners to achieve individual and branch‑level sales and service goals while adhering to regulatory and company standards.

Qualifications

• Candidates should possess strong knowledge and interest in Insurance and Finance, including life insurance products, basic financial planning, and risk protection concepts.
• Candidates should possess skills in Consulting and Customer Service to conduct needs‑based discussions, build trust, and deliver responsive, solution‑oriented support.
• Candidates should possess excellent Communication skills, including clear verbal and written communication, presentation abilities, and the capacity to explain complex information in simple terms.
• Relevant experience in insurance sales, banking, financial services, or advisory roles is beneficial.
• A bachelor’s degree in business, finance, commerce, or a related field is preferred, though strong relevant experience may also be considered.
• Ability to work on‑site in Delhi, manage targets ethically, use digital tools and CRM systems, and comply with regulatory and company guidelines.
• Strong interpersonal skills, numerical aptitude, and a customer‑focused mindset are highly valued.