Become a Life Advisor
Who is a Life Advisor?
How to Become a Life Advisor with Max Life Insurance?
You can choose from the following options to become a Life Advisor and work with Max Life Insurance:
Apply online on https://www.maxlifeinsurance.com/join-max-life/become-an-agent and fill in your details. Our recruitment team would promptly get in touch with you and you shall be assigned a recruiter.
Or
Visit your nearest Max Life Insurance office and speak to the Frontline Executive. They will help you to initiate the process.
How to Become a Life Advisor from Home?
Register: Register yourself with Max Life Insurance.
Offline training: Attend the training program
Exam: Appear for the exam at the examination center in your city
Appointed: Receive an appointment letter from Max Life
To help you understand the life of a Life Advisor better, we have explained the details for you, below:
Who can Become a Life Advisor?
Watch this Video to Know Why You should Become a Life Advisor with Max Life Insurance.
What can You Gain by Becoming a Life Advisor in India?
There are multiple benefits for people from different life stages and different backgrounds. However, we have listed the major benefits for 5 sets of people.
Benefits of Becoming a Life Advisor for Retired:
What are the Mandates for Becoming a Life Advisor?
To become a Life Advisor with Max Life Insurance, you need to be 18 years old. Besides age, you must have passed 12th grade. You would need to attend 40 hours of training program arranged by Max Life Insurance.
What does a Life Advisor do?
A Life Advisor helps their client in prioritising their financial goals, creating a plan and helping them in its implementation. Their aim is to eventually help you in building a secured financial future for yourself.
Role of a Life Advisor
As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm.
Your role also entails providing insurance advice, analysing policy details, processing policy adjustments and renewals, and any other services the client requires. Most importantly, as a Life Advisor, your goal should be to provide excellent customer service.
Additional Responsibilities of a Life Advisor
There are certain additional responsibilities of a Life Advisor including:
- Learning about new products and services by attending meetings, seminars, and events
- Calculating premiums and making arrangements for payment
- Keeping track of the accounting systems, databases, and records
- Helping customer with insurance claims
- Ensuring that the customers are satisfied with insurance coverage and if the product meets their expectations
- Maintaining industry knowledge by learning about new products and services on a regular basis
- Assisting clients in resolving any insurance claims
- Individualising insurance programme to meet the needs of each customer
- Ensuring that all policy requirements are met, including the completion of all necessary forms
- Assessing the risk associated with a prospective insurance buyer
- Ensuring that all documentation is completed and filed appropriately
- Assisting consumers in duly completing insurance applications and bridging the gap between the customer and the insurance provider
How is a Life Advisor Trained?
1· Pre-appointment: You will attend training & 2-day Classroom training as per your convenience
2· Post Appointment: You will be trained regularly (classroom option)
3· Field Training: Your manager would be available to provide you both online and on field training for skill development
Why Become a Life Advisor?
1· Exciting earning opportunity
2· Work at your convenience
3· Opportunity to learn & grow
Why should You Become a Life Advisor with Max Life Insurance?
Be your own boss: You can decide your own goals and work at your own convenience
Exciting earning and learning opportunity: An opportunity to earn first-year commission and build renewal income while you learn on the job and hone your skills.
Put smiles on faces: An opportunity to secure people’s future with a financial cover
Rewards & Recognition: Reap the benefits of your hard work across Regional, National, & Global forums
Fly High: Become a Life Advisor – Make a Name for Yourself
Becoming a Life Advisor is as great as any other business opportunity. You get to learn the nuances of the trade and polish your skills while becoming a strong force. The best part about being a Life Advisor is that you get to choose your targets and work at your pace to achieve them. You also get to help people build a financially secure future for their loved ones and themselves. At the same time, you make a name for yourself by working as a top-tier Life Advisor in India. *Maxlife will use these details to call you and send emails.
Watch this Video to Understand the Life Advisor Career Opportunity!
FAQs
ARN: PCP/BAA02
Want to Know Your Chances of Becoming a Life Advisor?
Ready to Become a Life Advisor?
- 0124 648 8900(09:00 AM to 09:00 PM Monday to Saturday)
- service.helpdesk@maxlifeinsurance.comEmail
- SMS ‘LIFE’ to 5616188Message
- Let us call you back
- 1860 120 5577(9:00 AM to 6:00 PM Monday to Saturday)
- Chat with us
- Write to usPlease write to us incase of any escalation/feedback/queries.
- 011-71025900, 011-61329950(9:00 AM to 6:00 PM Monday to Saturday)
- nri.helpdesk@maxlifeinsurance.comPlease write to us incase of any escalation/feedback/queries.