Salesperson

Bajaj Life; Navi Mumbai; On-site; INR 350,000 - 500,000; Full time

Job summary

Bajaj Life Insurance in Navi Mumbai is seeking a results-driven Salesperson to engage potential customers, explain product features, and tailor solutions to financial goals.

You will conduct needs analyses, present proposals, manage end-to-end sales, maintain CRM records, and collaborate with branch teams to hit annual targets.

This on-site role requires strong communication, ethical selling, and willingness to field-visit clients.

Qualifications

• Bachelor's degree required; insurance/financial services preferred.
• Strong English and regional language communication.
• Ability to work on-site with targets and field visits.

Responsibilities

• Prospect and engage potential customers.
• Explain Bajaj Life products and tailor solutions.
• Conduct needs analysis, prepare proposals, manage end-to-end sales.
• Maintain CRM records and follow up on leads.
• Support post-sale renewals and customer queries.

Skills

Consultative sales

Relationship building

Excellent communication

Time management

Lead management

Customer centricity

CRM and digital tools

Education

Bachelor's degree

Tools

CRM systems

Job description

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad portfolio of ULIPs, term plans, retirement, 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 company provides strong financial protection and peace of mind. Bajaj Life’s product range includes innovative solutions such as zero allocation charge ULIPs, specialized term plans for diabetics, flexible income plans, and dedicated protection plans for women. Backed by 598 branches, over 1.61 lakh insurance consultants, and leading bank partnerships, Bajaj Life offers customer-first service supported by a robust WhatsApp-based digital platform. The organization fosters innovation and collaboration among 27K+ employees and has been recognized with multiple awards, including the World’s Digital Insurance Award 2025 and repeated Best Employer India honors.

Role Description This is a full-time, on-site Salesperson role based in Navi Mumbai. The Salesperson will be responsible for prospecting and engaging potential customers, explaining Bajaj Life’s insurance products, and recommending suitable solutions aligned with customer needs and financial goals. Daily activities include meeting clients in person, conducting needs analysis, preparing and presenting proposals, and managing end-to-end sales cycles from lead generation to policy issuance. The role also involves maintaining accurate records in CRM tools, following up on leads, ensuring timely documentation, and supporting customers post-sale for renewals and queries. The Salesperson will collaborate with branch teams and distribution partners, adhere to regulatory and company compliance standards, and work towards achieving individual and branch-level sales targets.

Qualifications

• Strong consultative sales and relationship‑building skills, with the ability to understand customer needs and recommend appropriate insurance solutions.
• Excellent communication and interpersonal skills, including clear spoken and written English and local language fluency.
• Ability to work with targets, manage time effectively, and handle multiple leads and customer appointments in a structured manner.
• Basic financial literacy and comfort discussing long-term savings, protection, and investment concepts with customers.
• Experience in insurance, banking, or financial services sales is preferred; entry‑level candidates with strong potential are also encouraged to apply.
• Proficiency in using digital tools and CRM systems for lead tracking, documentation, and customer communication.
• Minimum of a bachelor’s degree in any discipline; relevant certifications in insurance or financial advisory are an added advantage.
• High ethical standards, customer‑centric mindset, and willingness to work on‑site in Navi Mumbai with occasional field visits.