Insurance Agent

Bharti AXA Life Insurance Company; Rajasthan; On-site; INR 180,000 - 340,000; Full time

Job summary

Bharti AXA Life Insurance Company in Rajasthan is seeking an Insurance Agent who will engage with prospective and existing customers to assess protection and savings needs and recommend suitable life insurance products.

You will generate leads, conduct client meetings, explain policy features, prepare proposals, and complete documentation, while supporting customers through applications, claims, and servicing, and building long-term relationships for renewals and referrals.

Qualifications

• Candidates should possess strong skills in Insurance Sales and a solid understanding of Insurance products.
• Candidates should possess knowledge of Insurance Brokerage practices and related regulatory and compliance standards.
• Candidates should possess foundational Finance skills, including basic financial planning and analytical abilities.
• Candidates should possess excellent Customer Service skills, with the ability to communicate clearly, build trust, and resolve issues effectively.
• Additional beneficial qualifications include prior experience in life insurance or financial services, familiarity with the local market in Rajasthan, and comfort working with digital tools and CRM systems.
• A bachelor’s degree in business, finance, or a related field is preferred, along with the ability to work to targets, strong interpersonal skills, and proficiency in relevant local languages and English.

Responsibilities

• Generate leads and conduct client meetings to assess needs.
• Explain policy features and prepare proposals.
• Assist with applications, claims, and policy servicing.
• Build long-term relationships to drive renewals and referrals.
• Collaborate with branch teams to meet sales targets and comply with guidelines.
• Participate in training and development programs.

Skills

Insurance Sales

Insurance Brokerage

Finance analytics

Customer Service

CRM systems

Education

Bachelor's degree in business/finance or related field

Tools

CRM software

Job description

Company Description

Bharti AXA Life Insurance is one of India’s leading life insurance providers, focused on making insurance simple and accessible. Established in 2006, the company is a flagship of Bharti Life Ventures Private Limited, part of a prominent business group with interests in telecom, agribusiness, and retail. Bharti AXA Life Insurance offers a broad range of value-for-money, need-based life insurance and savings solutions to individuals and families. With over 200 branches across India, the company emphasizes customer-centricity and a hassle-free experience throughout the insurance journey. Recognized as a Great Place to Work for four consecutive years, Bharti AXA Life Insurance provides a supportive and growth-oriented work environment.

Role Description

This is a full-time, on-site Insurance Agent role based in Rajasthan, India. The Insurance Agent will engage with prospective and existing customers to understand their financial protection and savings needs, and recommend suitable life insurance products and solutions. Daily responsibilities include generating leads, conducting client meetings, explaining policy features, preparing proposals, and completing required documentation. The role also involves supporting customers through the application process, assisting with claims and policy servicing, and maintaining long-term relationships to encourage renewals and referrals. The Insurance Agent will work closely with branch teams to meet sales targets, adhere to regulatory and company guidelines, and participate in training and development programs.

Qualifications

• Candidates should possess strong skills in Insurance Sales and a solid understanding of Insurance products.
• Candidates should possess knowledge of Insurance Brokerage practices and related regulatory and compliance standards.
• Candidates should possess foundational Finance skills, including basic financial planning and analytical abilities.
• Candidates should possess excellent Customer Service skills, with the ability to communicate clearly, build trust, and resolve issues effectively.
• Additional beneficial qualifications include prior experience in life insurance or financial services, familiarity with the local market in Rajasthan, and comfort working with digital tools and CRM systems.
• A bachelor’s degree in business, finance, or a related field is preferred, along with the ability to work to targets, strong interpersonal skills, and proficiency in relevant local languages and English.