Company Description
Axis Max Life Insurance Limited (formerly Max Life Insurance Company Limited) is a joint venture between Max Financial Services Limited, part of the multi-business Max Group, and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through a multichannel distribution network, including agency and third-party partners. With an individual death claims paid ratio of 99.70% for FY24-25 and assets under management of Rs. 175,072 crore as of March 31, 2025, Axis Max Life demonstrates strong financial stability and reliability. The company follows a need-based sales process, a customer-centric approach, and invests in developing trained human capital. More information is available on the company’s website at www.axismaxlife.com.

Role Description
This part time Financial Advisor role is hybrid, based in Coimbatore, with the flexibility to perform some responsibilities from home. The Financial Advisor will engage with clients to understand their financial goals and risk profiles,



and recommend suitable life insurance, protection, and long-term savings solutions. Daily activities include conducting financial and retirement planning discussions, analyzing investment options, preparing proposals, and ensuring accurate documentation and policy servicing. The role involves follow-ups with prospective and existing clients, collaborating with internal teams and distribution partners, and staying updated on company products, regulatory guidelines, and market trends. The Financial Advisor is expected to maintain ethical sales practices, support customer retention, and contribute to meeting business targets.

Qualifications
- Candidates should possess strong skills in Financial Planning and Retirement Planning to assess client needs and design appropriate solutions.
- Candidates should possess sound knowledge of Finance and Investments to explain products, returns, and risk in a clear and transparent manner.

📌 Financial Advisor (Coimbatore)
🏢 Axis Max Life Insurance
📍 Coimbatore