Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurers, offering a broad portfolio of products including 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 robust 266% solvency margin, the company emphasizes reliability, protection, and wealth creation.

Its product suite features cutting-edge solutions such as zero allocation charge ULIPs, specialized term plans for diabetics, flexible income plans, and women-focused term protection.

Bajaj

Life leverages digital platforms like WhatsApp and a strong distribution network of branches, consultants, and bank partners to provide accessible, customer-first service. Recognized with multiple employer and digital innovation awards, Bajaj Life promotes an inclusive, collaborative, and growth-oriented workplace for its 27K+ employees.

Role Description The Life Insurance Advisor is a part-time, on-site role based in Delhi, India. The advisor will meet with prospective and existing customers to understand their financial needs, explain Bajaj Life products, and recommend suitable insurance and investment solutions.

Daily tasks include generating and qualifying leads, conducting needs-based consultations, preparing and presenting plan illustrations, and assisting customers throughout the application and documentation process. The role involves regular follow-ups for renewals and policy servicing,



maintaining accurate records in line with regulatory requirements, and collaborating with branch teams and partner channels to achieve sales and service goals. The advisor is expected to uphold Bajaj Life’s customer-first approach by providing clear, compliant, and empathetic guidance at every stage of the customer journey.

Qualifications

- Strong customer relationship and communication skills, including the ability to explain complex financial concepts in simple, clear language.
- Basic knowledge of life insurance, investment products, and personal finance, with the ability to perform needs analysis and offer suitable solutions.
- Sales and negotiation skills, with experience in target-driven environments such as financial services, banking, or retail advisory roles.
- Organizational and time-management skills to handle multiple customer interactions, follow-ups, and documentation efficiently.
- Comfort with using digital tools, CRM systems, and mobile/online platforms for lead management, customer communication, and policy servicing.
- Minimum education: Bachelor’s degree preferred; candidates with a strong track record in sales or financial advisory may also be considered.
- Ability to work in office in Delhi, India, and meet regulatory licensing and certification requirements as prescribed by IRDAI and Bajaj Life.
- Proficiency in English and local languages used in Delhi; prior experience as an insurance advisor, financial

📌 Life Insurance Advisor (Delhi)
🏢 Bajaj Life
📍 Delhi