Insurance Advisor/ Insurance Consultant

Bajaj Life; Kolkata District; Hybrid; INR 134,000 - 201,000; Full time

Job summary

Bajaj Life Insurance in Kolkata is seeking an Insurance Advisor/Insurance Consultant intern to help customers understand life insurance products and select plans aligned with their financial goals and protection needs.

You will explain policy features, conduct basic financial needs assessments, handle queries, and support senior advisors and branches, with a hybrid work setup combining on-site and remote work.

Qualifications

• Knowledge of life insurance products and risk protection concepts.
• Understanding savings, investments, and basic financial planning.

Responsibilities

• Explain policy features to customers and perform basic financial needs assessments.
• Manage customer queries and provide follow-up support via phone, digital platforms, and in-person interactions.
• Collaborate with senior advisers and branch teams; maintain accurate customer records.
• Contribute to awareness and engagement activities for Bajaj Life products.

Skills

Insurance knowledge

Finance basics

Consulting skills

Customer service

Communication skills

Education

Bachelor’s degree in commerce/finance/business/economics

Tools

MS Office

Digital tools

Job description

Company Description

Bajaj Life Insurance is one of India's fastest-growing life insurance companies, offering a wide portfolio of products including ULIPs, term plans, retirement solutions, and child policies to support long-term financial security and life goals. 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 organization emphasizes reliability, performance, and customer protection. Its product suite features innovative offerings such as India's first term plan for diabetics, women-focused term protection, and smart investment options like SISO and Bajaj Life ACE. Bajaj Life provides convenient servicing through a robust WhatsApp platform, 598 branches, 1.61 lakh insurance consultants, and strong bank partnerships for easy access to customers. The company fosters an innovative, collaborative culture for over 27,000 employees and has been recognized with multiple employer and digital innovation awards.

Role Description

The Insurance Advisor/Insurance Consultant intern at Bajaj Life will support customers in understanding life insurance products and selecting plans that align with their financial goals and protection needs. On a day-to-day basis, the intern will assist in explaining policy features, conducting basic financial needs assessments, managing customer queries, and providing follow-up support through phone, digital platforms, and in-person interactions. The role involves collaborating with senior advisors and branch teams, maintaining accurate customer records, and contributing to awareness and engagement activities for Bajaj Life products. This is an internship role based in Kolkata, structured as a hybrid position, combining on-site work at the local office with some work-from-home flexibility.

Qualifications

• Candidates should possess foundational knowledge and interest in Insurance, including life insurance products, risk protection concepts, and basic policy structures.
• Candidates should possess skills in Finance, such as understanding savings, investments, and basic financial planning principles.
• Candidates should possess abilities in Consulting, including needs assessment, solution recommendation, and advisory support.
• Candidates should possess strong Customer Service skills, focusing on responsiveness, empathy, and relationship building.
• Candidates should possess effective Communication skills, both verbal and written, with the ability to explain complex information in simple terms.
• Additional beneficial qualifications include proficiency in MS Office and digital tools, comfort with phone and online customer interactions, and the ability to work in a hybrid environment.
• A bachelor's degree (completed or in progress) in commerce, finance, business, economics, or a related field is preferred; prior exposure to financial services or sales internships is an advantage