Job Description Senior Content Executive (Life Insurance)
Group: Solution Group
Reporting To: Head of the department
Location: Novus Tower, Gurgaon
Role Purpose
At Bajaj Capital, we believe in empowering customers and advisors through strong product knowledge, transparent insights, and meaningful financial awareness. The Senior Content Executive Life Insurance will play a critical role in supporting this philosophy by delivering deep product analysis, research-backed insights, and impactful sales content. The role demands a research-oriented, high-ownership professional who can bridge product expertise with compelling communication to drive business outcomes.
Key Responsibilities
1. Product Analysis & Strategic Insights
- Perform in-depth analysis of Life and Health Insurance products including Term, ULIP, Annuity, Savings, and Riders.
- Evaluate product structure, pricing, benefits, IRR, charges, fund performance, and policy conditions.
- Generate clear comparative insights highlighting Bajaj Capital's recommended propositions versus competitors.
- Support Product Head with data-backed insights for product positioning and strategy.
2. Sales Pitches & Campaign Collateral
- Conceptualize and develop sales pitch decks, product notes, brochures, and campaign creatives for Life Insurance offerings.
- Ensure all content is advisor-friendly, persuasive, and aligned with regulatory norms.
- Support national and zonal sales campaigns with customized pitch material.
3. Qualitative & Quantitative Research
- Conduct market and competitor research to track industry trends, insurer strategies, and customer preferences.
- Integrate qualitative research with quantitative outputs such as:
- IRR and benefit illustrations
- ULIP fund performance dashboards
- Long-term value comparisons
- Present insights in a simplified, actionable format for sales teams.
4. Product Benchmarking & Research Tools
- Use internal systems, insurer portals, and external research tools to benchmark Life Insurance products.
- Create and maintain Select Lists / Preferred Product Lists to guide advisor recommendations.
- Regularly update competitor comparison trackers and product intelligence reports.
5. Sales Enablement & Financial Awareness Initiatives
- Develop technical playbooks and selling guides for:
- Term Insurance
- Annuities
- ULIPs (IRR-led selling)
- Drive bi-monthly financial awareness campaigns aligned to Bajaj Capital's customer education ethos.
- Strengthen sales motivation by publishing:
- Success stories
- High-performing case studies
- Best-practice selling narratives
6. Collaboration & Governance
- Work closely with Product, Sales, Training, and Marketing teams across locations.
- Ensure accuracy, compliance, and consistency across all product communication.
- Act as a subject matter expert for advisor and sales queries related to Life Insurance products.
Key Skills & Competencies
- Strong understanding of Life Insurance products and financial concepts
- Excellent research, analytical, and comparison skills
- Ability to simplify complex data into clear, sales-enabling content
- Strong written communication and presentation capability
- Proactive, go-getter mindset with high ownership
- Detail-oriented with strong execution discipline
Qualification & Experience
- Graduate/Postgraduate in Finance, Insurance, Business, or related field
- 24+ years of experience in Life Insurance product research, content, sales enablement, or insurer/distributor ecosystem
- Experience working with financial advisors, sales teams, or product heads will be an advantage
Why Join Bajaj Capital
- Work with one of India's most trusted and respected financial services brands
- Direct exposure to Product Head and leadership decision-making
- Opportunity to influence advisor productivity, customer awareness, and product strategy
- A role that blends research depth, creativity, and business impact
Interested Candidate can mail there resume to
[Confidential Information]
Regards
Gaurav Singh
