Financial Advisor

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 multichannel distribution network, including agency and third-party partners. With an individual death claims paid ratio of 99.8% for FY25–26 and assets under management of Rs. 200,000 crore as of March 31, 2026, Axis Max Life is a trusted provider in the life insurance sector. The organization has built its operations over nearly two decades with a need-based sales process, customer-centric engagement, and trained human capital. Applicants can learn more about the company and its services at www.axismaxlife.com or through its dedicated customer service channels.
Role Description This is a full-time, remote role for a Financial Advisor at Axis Max Life Insurance Limited. The Financial Advisor will help clients understand and select appropriate life insurance and savings solutions based on their protection, investment, and retirement needs. Day-to-day responsibilities include assessing client financial goals, preparing tailored financial plans, explaining products and policy features, and recommending suitable insurance and investment options. The role also involves maintaining ongoing client relationships, reviewing existing plans, ensuring regulatory and compliance standards are met, and collaborating with internal teams to deliver high-quality service. Advisors are expected to manage a pipeline of prospects, conduct virtual consultations, and use digital tools to support client engagement and documentation.
Qualifications
Candidates should possess strong Financial Planning and Retirement Planning skills to design need-based solutions for diverse client profiles.
Candidates should possess solid Finance and Investments skills to analyze products, market options, and risk-return profiles.
Candidates should possess focused Financial Advisory skills to guide clients, present recommendations clearly, and support decision-making.
Relevant educational background such as a bachelor’s degree in finance, economics, business, or a related field; professional certifications (e.g., CFP or equivalent) are an advantage.
Strong analytical and numerical abilities, with attention to detail and adherence to regulatory and compliance requirements.
Excellent communication and interpersonal skills, with the ability to build trust, manage remote client interactions, and work independently.
Comfort with digital tools, CRM systems, and virtual meeting platforms; prior experience in insurance or financial services is preferred.

Work arrangement
No