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 diversified 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 focuses on need-based sales, customer-centric service, and skilled professionals.

It maintains a robust individual death claims paid ratio of 99.8% (FY25-26) and manages Rs. 200,000 crore in assets under management with a sum assured in force of Rs. 2,191,857 crore. More information is available on the company’s website and customer service channels.

Role Description This is a part-time remote role for a Financial Advisor at Axis Max Life Insurance Limited.

The Financial

Advisor will engage with prospective and existing customers to understand their financial goals, risk tolerance, and protection needs. Daily responsibilities include developing personalized financial and insurance plans, explaining life insurance and savings products, and recommending suitable solutions for wealth creation, protection, and retirement needs. The role involves conducting virtual consultations, following up on leads from different distribution channels,



maintaining accurate records of client interactions, and ensuring compliance with regulatory and company guidelines.

The Financial

Advisor will collaborate with internal teams for product updates, training, and ongoing client service support.

Qualifications

- Proficiency in Financial Planning and Financial Advisory to assess client needs and design comprehensive solutions.
- Strong understanding of Finance and Investments to guide clients on risk, returns, and portfolio allocation.
- Knowledge of Retirement Planning to help clients structure long-term savings and income strategies.
- Effective communication and interpersonal skills to build trust, explain complex concepts clearly, and conduct remote consultations.
- Ability to work independently in a remote, part-time setting, manage time well, and handle multiple client engagements.
- Familiarity with life insurance products and regulatory requirements; prior experience in insurance, banking, or financial services is an advantage.
- Bachelor’s degree in finance, economics, business, or a related field preferred; relevant certifications (e.g., financial planning or advisory credentials) are beneficial.
- Comfort with digital tools, CRM systems, and online communication platforms for virtual client meetings and documentation.

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