Company Description Bajaj Life Insurance is one of India's fastest-growing life insurers, 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 wealth-building solutions. Its product suite includes innovative offerings such as ULIPs with zero allocation charge, India's first term plan for diabetics, flexible income plans like Bajaj Life ACE, and dedicated solutions for women such as Bajaj Superwoman Term. Bajaj Life combines a wide distribution network of branches, insurance consultants, and bank partners with digital-first services, including a WhatsApp Conversational Platform for seamless customer support. The organization promotes an innovative, collaborative culture across 27K+ employees and has earned multiple awards for digital excellence and employer excellence.
Role Description This is a full-time, on-site Life Insurance role based in New Delhi. The role involves meeting prospective and existing customers to understand their financial goals and recommending suitable Bajaj Life insurance products, including term plans, ULIPs, retirement, and child policies. Daily responsibilities include generating leads, conducting needs-based financial assessments, presenting policy features, and guiding customers through the application and onboarding process. The role also includes handling customer queries, resolving issues, coordinating with internal teams for policy servicing, and maintaining accurate records in line with regulatory and company standards. The individual will work towards sales targets, contribute to branch-level business growth, and uphold a customer-first approach in every interaction.
Qualifications
- Candidates should possess strong skills in Insurance Sales and Sales, with experience in meeting or exceeding individual and team targets.
- Candidates should possess a solid understanding of Insurance and Finance to provide appropriate product recommendations and basic financial guidance.
- Candidates should possess excellent Customer Service skills, including the ability to manage queries, resolve concerns, and build long-term client relationships.
- Relevant insurance certifications or licenses as per regulatory requirements (IRDAI), and a bachelor's degree in business, finance, or a related field are preferred.
- Strong communication and interpersonal skills, proficiency in MS Office and CRM tools, and the ability to work in a fast-paced, target-driven environment are beneficial.
- Prior experience in life insurance, banking, or financial services, particularly in sales or advisory roles, will be an advantage.
