Part-Time Opportunity (Lucknow)

Company Description Confidential company (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 multiple distribution channels, including agency and third-party partners. With nearly two decades of operations, Confidential company is known for its need-based sales process, customer-centric engagement, and trained human capital. It maintains a strong individual death claims paid ratio of 99.70% (FY24–25) and manages significant assets under management and sum assured in force. Potential team members can learn more or contact the company through its website, customer helpline, or online portal. Role Description This is a part-time, on-site role based in Lucknow. The Part-Time Opportunity role involves engaging with prospective and existing customers, explaining life insurance products and solutions, and supporting need-based financial planning discussions. Day-to-day tasks may include assisting with documentation, policy servicing queries, and coordinating with internal teams to ensure timely resolution of customer requests. The role requires maintaining accurate records, adhering to compliance and regulatory guidelines, and contributing to customer satisfaction and retention. There may also be opportunities to support local marketing or outreach activities to increase awareness of Confidential company’s offerings. Qualifications Solid customer service, interpersonal, and communication skills to engage with diverse clients and explain insurance solutions clearly. Basic understanding of financial products, insurance concepts, and need-based sales, with a willingness to learn and follow company processes. Attention to detail and organizational skills for handling documentation, record-keeping, and compliance requirements. Ability to work on-sit