Insurance Consultant

Bajaj Life; South 24 Parganas; Remote; INR 276,000 - 689,000; Part time

Job summary

Bajaj Life Insurance is seeking a remote Insurance Consultant (part-time) to advise prospective and existing customers on life insurance and investment products based on their goals and risk profile.

Responsibilities include needs assessments, explaining features, guiding policy applications, and supporting customers through digital tools while maintaining compliant records and delivering excellent service.

Qualifications

• Knowledge of life insurance products and concepts.
• Understanding of financial planning to tailor customer solutions.
• Advisory and client interaction experience in financial services.
• Strong customer service mindset and communication skills.
• Clear verbal and written communication to explain complex topics.
• Experience in insurance sales or customer-facing roles is beneficial.
• Familiarity with digital tools, CRM, and remote work platforms is advantageous.
• Bachelor’s degree in business/finance/commerce; related certifications are a plus.
• Ability to work independently in a remote, part-time capacity while meeting regulatory and performance standards.

Responsibilities

• Provide remote advisory support to prospective and existing customers.
• Explain product features and benefits clearly to help selection.
• Assist with policy applications and guide customers through digital tools.
• Respond to queries and support policy servicing requests.
• Maintain accurate records of interactions and comply with regulatory guidelines.
• Coordinate with internal teams to resolve customer issues as needed.

Skills

Insurance

Finance

Consulting

Customer Service

Communication

Insurance sales experience

Digital tools / remote platforms

Education

Bachelor’s degree in business/finance/commerce

Insurance/financial planning certifications (plus)

Tools

CRM systems

Remote collaboration tools

Job description

Company Description

Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad range of solutions including ULIPs, term insurance, retirement, and child plans to support long-term financial security and life goals. With over 3.47 crore policyholders, strong assets under management, and a high claim settlement ratio, the company emphasizes reliability, protection, and wealth creation. Its customer-first approach is supported by an extensive branch network, thousands of insurance consultants, leading bank partnerships, and a convenient WhatsApp-based service platform. Bajaj Life promotes an innovative and collaborative culture for its 27,000+ team members and has been consistently recognized with awards for digital innovation and employer excellence. Applicants join an organization focused on combining technology, service, and trusted insurance products to deliver peace of mind across life stages.

Role Description

The Insurance Consultant at Bajaj Life will provide remote advisory support to prospective and existing customers, helping them understand and select appropriate life insurance and investment products based on their financial goals and risk profile. This part‑time role involves conducting needs assessments, explaining product features and benefits in clear terms, assisting with policy applications, and guiding customers through digital tools and service channels. The consultant will respond to queries, support policy servicing requests, and ensure a positive customer experience aligned with Bajaj Life’s standards. Day‑to‑day activities include maintaining accurate records of interactions, following regulatory and compliance guidelines, and coordinating with internal teams when required to resolve customer issues. The role is remote, requiring reliable connectivity and the ability to work independently while meeting performance and service targets.

Qualifications

• Candidates should possess skills in Insurance and a strong understanding of life insurance products and concepts.
• Candidates should possess skills in Finance and basic financial planning to interpret customer needs and recommend suitable solutions.
• Candidates should possess skills in Consulting, including advisory, problem‑solving, and solution‑focused client interactions.
• Candidates should possess skills in Customer Service, with a focus on responsiveness, empathy, and service quality.
• Candidates should possess skills in Communication, including clear verbal and written communication and the ability to explain complex topics simply.
• Relevant experience in insurance sales, financial advisory, or customer‑facing roles in financial services is beneficial.
• Familiarity with digital tools, CRM systems, and remote collaboration platforms is an advantage.
• Minimum educational qualification: bachelor’s degree in business, finance, commerce, or a related field preferred; relevant certifications in insurance or financial planning are a plus.
• Ability to work independently in a remote, part‑time capacity while meeting ethical, regulatory, and performance standards.