Life Insurance Agent

Company Description HDFC Life is one of India’s leading private life insurance companies, offering a wide range of individual and group insurance solutions. Formed as a joint venture between Housing Development Finance Corporation Limited (HDFC), India’s leading housing finance institution, and abrdn plc, a major UK-based financial services provider, the company combines strong local expertise with global standards. Its product portfolio covers protection, pension, savings, investment, and health, with options to customize plans through affordable riders. HDFC Life serves customers through about 500 branches across over 900 cities and towns in India, and maintains a liaison office in Dubai. The company has a strong presence in its markets, supported by a large base of Financial Consultants and a commitment to customer-focused solutions.
Role Description This part-time on-site Life Insurance Agent role is based in Gujarat, India. The Life Insurance Agent will identify prospective customers, explain HDFC Life’s insurance products, and recommend suitable plans aligned with individual needs in protection, savings, investment, and retirement. Responsibilities include conducting client meetings, assessing financial goals and risk profiles, providing clear and compliant product information, and assisting with proposal forms, documentation, and policy issuance. The role also involves maintaining ongoing relationships with policyholders, handling service queries, supporting renewals, and collaborating with branch staff to achieve sales and service targets. The agent is expected to uphold ethical practices and regulatory guidelines in every customer interaction.
Qualifications
Candidates should possess strong skills in Insurance Sales and Insurance Brokerage for advising clients and closing policies.
Candidates should possess solid understanding of Insurance and basic Finance to explain products, premium structures, and benefits clearly.
Candidates should possess excellent Customer Service skills to build trust, handle queries, and support policyholders throughout the policy lifecycle.
Relevant experience in life insurance or financial services, especially in field sales or consulting, is highly beneficial.
Minimum educational qualification of a high school diploma; a bachelor’s degree in business, finance, or a related field is an advantage.
Good communication skills in English and local languages, with the ability to present complex information in a simple, respectful manner.
Ability to work on-site in Gujarat, manage time effectively in a part-time schedule, and meet defined sales and service goals.
Knowledge of basic computer applications and comfort with digital tools for lead management and policy processing.

Work arrangement
No