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 Max Group, and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through a strong multichannel distribution network, including agency and third-party partners. With an individual death claims paid ratio of 99.70% in FY24–25 and assets under management of Rs. 175,072 crore as of March 31, 2025, Axis Max Life demonstrates financial strength and reliability.

The company follows a need-based sales process, a customer-centric approach, and invests in trained human capital built over nearly two decades. Applicants can learn more about Axis Max Life and its services via the company website and dedicated customer service channels.

Role Description This full-time Insurance Agent role is a hybrid position based in Panipat, with a mix of on-site work and some work-from-home flexibility.

The Insurance

Agent will identify prospective customers, explain life insurance products and solutions, and recommend suitable protection and savings plans based on client needs and risk profiles. Daily responsibilities include conducting client meetings, generating leads, completing sales documentation, and ensuring accurate policy issuance and follow-up. The role also involves providing ongoing customer service, handling queries and policy changes,



coordinating with internal teams and distribution partners, and maintaining compliance with company standards and regulatory requirements.

The Insurance

Agent is expected to meet sales targets, maintain detailed records of interactions, and contribute to the overall growth of the branch.

Qualifications

- Insurance Sales and Insurance skills to prospect clients, present solutions, and close life insurance policies effectively.
- Knowledge of Insurance Brokerage and Insurance products to compare offerings and provide objective, needs-based recommendations.
- Understanding of Finance to explain premiums, returns, risk, and long-term savings concepts clearly to customers.
- Solid Customer Service skills to build trust, manage client relationships, resolve issues, and support policyholders throughout the policy lifecycle.
- Excellent communication and interpersonal skills, with the ability to explain complex information in clear, simple terms.
- Goal-oriented mindset with proven ability to meet or exceed sales targets in a structured environment.
- Basic computer proficiency and comfort using CRM tools, email, and online portals.
- Minimum of a high school diploma; a bachelor’s degree in commerce, finance, business, or a related field is preferred.
- Relevant experience in insurance, banking, financial services, or direct sales is an advantage.

📌 Insurance Agent (Panipat)
🏢 Axis Max Life Insurance
📍 Panipat