Life Insurance Specialist (Ghaziabad)

Life Insurance Specialist (Ghaziabad)

30 Oct
|
Axis Max Life Insurance
|
Ghaziabad

30 Oct

Axis Max Life Insurance

Ghaziabad

Company Description Axis Max Life Insurance Limited (formerly Max Life Insurance Company Limited) is a joint venture between Max Financial Services Limited of the 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 nearly two decades of operations, Axis Max Life Insurance Limited is known for its need-based sales process, customer-centric service, and well-trained workforce.

It maintains a solid track record with an individual death claims paid ratio of 99.8% for FY25-26 and Rs. 200,000 crore of assets under management as of March 31, 2026. More information is available at www.axismaxlife.com and through its customer service channels.

Role Description The Life Insurance Specialist is a full-time, on-site role based in Ghaziabad. This role involves advising customers on suitable life insurance products, explaining policy features, and supporting them in choosing protection and savings solutions aligned with their financial goals. The specialist will manage end-to-end sales activities, including prospecting, conducting needs-based assessments, presenting proposals, and closing sales while maintaining high compliance standards.

Daily responsibilities also include servicing existing clients,



handling queries, assisting with documentation, and ensuring a positive customer experience. The role requires close collaboration with branch teams and distribution partners to achieve sales targets and strengthen long-term customer relationships.

Qualifications

- Candidates should possess strong Insurance Sales and Sales skills to drive business growth and achieve targets.
- Candidates should possess solid Customer Service skills to provide responsive, empathetic, and solution-focused support.
- Candidates should possess foundational Finance and Insurance knowledge to explain products, benefits, and risk coverage clearly.
- Strong communication and interpersonal skills, with the ability to build trust and long-term relationships with diverse customers.
- Proven ability to work in a structured, target-driven environment, with good time management and organizational skills.
- Minimum educational qualification: bachelor’s degree in any discipline; a degree in finance, commerce, or business is an advantage.
- Prior experience in life insurance or financial services sales is preferred; relevant certifications in insurance will be beneficial.
- Comfort with basic digital tools and CRM systems to manage leads, customer data, and reporting.

📌 Life Insurance Specialist (Ghaziabad)
🏢 Axis Max Life Insurance
📍 Ghaziabad

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