Insurance Agent/Advisor (India)

Insurance Agent/Advisor (India)

07 Oct
|
Axis Max life insurance company
|
India

07 Oct

Axis Max life insurance company

India

## ? Axis Max Life Insurance Advisor Job Description

An Insurance Advisor at [Axis Max Life Insurance](https://www.axismaxlife.com/join-max-life/become-an-agent) acts as a financial guide. They help clients choose suitable protection and savings plans. [1, 2]

## ? Key Responsibilities

* Needs Assessment: Evaluate customer financial goals and risk profiles. [3, 4]

* Product Recommendations: Match clients with appropriate life, health, or investment policies. [5]

* Lead Generation: Prospect new clients through networking and scheduled follow-ups. [4, 6]

* Documentation Support: Assist clients with proposal forms, KYC, and policy issuance. [2, 5]

* Policy Servicing: Handle renewals, address post-sale queries, and assist with claims. [4, 7]





## ✅ Eligibility Criteria

* Age: Minimum 18 years. [3]

* Education: Minimum 10th or 12th-grade pass. [3, 7]

* Certification: Complete 15-hour pre-licensing training and pass the IRDAI IC-38 exam. [1, 7]

* Experience: No prior sales experience required. [3]

## ? Advantages & Perks

* Earnings: Performance-based commissions and unlimited sales incentives.

* Flexibility: Complete working hour autonomy and remote/hybrid options.

* Rewards: Travel opportunities to domestic and international destinations.

📌 Insurance Agent/Advisor (India)
🏢 Axis Max life insurance company
📍 India

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