Insurance Consultant

3 days ago


Burdwan India Bajaj Life Full time

Job Description Company Description Bajaj Life Insurance is one of India's leading life insurance companies, providing a diverse range of policies, including ULIPs, term insurance, retirement, and child plans. With over 3.85 crore policyholders, assets under management (AUM) of 1.3 Lakh Crores, and a 99.29% claim settlement ratio, Bajaj Life is dedicated to offering financial security and wealth creation for its customers. The company operates with a robust distribution network of 597 branches, over 1.62 lakh insurance consultants, and partnerships with top Indian banks to ensure seamless access to their services. Bajaj Life is known for fostering innovation and a collaborative work culture, earning the distinction of being named a Great Place to Work. Recent achievements include the World's Digital Insurance Award and multiple Best Employer recognitions. Role Description This is a part-time hybrid role for an Insurance Consultant based in Burdwan, with the flexibility to work from home for certain tasks. The Insurance Consultant will advise clients on insurance products that align with their financial goals, conduct financial needs analysis, and build and maintain strong customer relationships. They will assist policyholders with queries, provide exceptional customer service, and support the sales process by collaborating with the broader team to meet sales objectives. Qualifications - Understanding of insurance policies, finance fundamentals, and industry regulations - Experience in consulting and advisory roles, with a focus on helping clients make informed decisions - Strong customer service and communication skills, with the ability to address client inquiries effectively - Proven sales and relationship-building skills, with a focus on maintaining client satisfaction - Proficiency in using digital tools and platforms to manage client interactions and coordinate tasks - Educational background in Finance, Business, or a related field is advantageous - Previous experience in the insurance sector is an asset - Ability to work independently and adapt to a hybrid working environment


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