Insurance Agent

Axis Max Life Insurance Limited; Panipat; Hybrid; INR 240,000 - 420,000; Full time

Job summary

Axis Max Life Insurance Limited is seeking an Insurance Agent in Panipat, Haryana for a Full-Time hybrid role. You will identify prospective clients, assess financial needs, and recommend life insurance and savings solutions while building a local client base.

You will explain policy features, assist with applications and underwriting, and maintain relationships for renewals and claims support. A baseline high school diploma is expected, with a bachelor's preferred, and strong communication and

Qualifications

• Strong communication, interpersonal, and negotiation skills.
• Basic knowledge of insurance, finance, and financial planning.
• Customer service and relationship management abilities.
• Willingness to work towards sales targets.
• Ability to identify business opportunities and build a professional network.
• Basic computer and digital tool proficiency.
• Minimum high school qualification; a bachelor's degree is preferred.
• Relevant experience in insurance, banking, sales, or financial services is an advantage.

Responsibilities

• Identify and connect with prospective clients to generate business opportunities.
• Understand customers' financial goals and recommend suitable insurance plans.
• Explain policy features, benefits, premiums, coverage, and applicable terms.
• Assist customers throughout the application, documentation, underwriting, and policy issuance process.
• Maintain long-term relationships with customers and provide support for renewals, policy queries, and claims-related services.
• Achieve assigned sales targets while following applicable regulatory guidelines.
• Maintain accurate customer records and use digital tools for daily activities.

Skills

Communication

Interpersonal skills

Negotiation

Insurance knowledge

Sales mindset

Digital literacy

Education

High school diploma

Bachelor's degree preferred

Tools

CRM / Digital tools

Job description

Job Title: Insurance Agent

Location:Panipat, Haryana

Work Mode:Hybrid (On-site and Work from Home)

Job Type:Full-Time

Job Description

We are looking for motivated and customer-focused individuals to join our team as Insurance Agents. The role involves identifying potential clients, understanding their financial needs, and recommending suitable life insurance and long-term savings solutions.

Key Responsibilities

• Identify and connect with prospective clients to generate business opportunities.
• Understand customers' financial goals and recommend suitable insurance plans.
• Explain policy features, benefits, premiums, coverage, and applicable terms.
• Assist customers throughout the application, documentation, underwriting, and policy issuance process.
• Maintain long-term relationships with customers and provide support for renewals, policy queries, and claims-related services.
• Achieve assigned sales targets while following applicable regulatory guidelines.
• Maintain accurate customer records and use digital tools for daily activities.

Required Qualifications and Skills

• Strong communication, interpersonal, and negotiation skills.
• Basic knowledge of insurance, finance, and financial planning.
• Customer service and relationship management abilities.
• Willingness to work towards sales targets.
• Ability to identify business opportunities and build a professional network.
• Basic computer and digital tool proficiency.
• Minimum high school qualification; a bachelor's degree is preferred.
• Relevant experience in insurance, banking, sales, or financial services is an advantage.

Who Can Apply?

Individuals who are interested in sales, finance, customer relationships, and building a career in the insurance sector are encouraged to apply.

Work Location:Panipat, Haryana

• Employment Type:Full-Time | Hybrid Work Arrangement