LIFE PLANNER
Job Description
Job Title: Life Planner
Company: AYRA ASSOCIATES
Location: Ahmedabad
Experience: Freshers Can Also Apply
Qualification: 12th Pass & Above
Contact: 9913140067
Job Overview
AYRA ASSOCIATES is looking for a Life Planner to guide clients in financial planning and help them choose suitable insurance and investment solutions. The role involves client interaction, relationship management, and achieving business targets.
Key Responsibilities
Understand client financial goals and requirements
Suggest suitable insurance and financial planning solutions
Build and maintain strong client relationships
Generate leads and acquire new clients
Provide guidance on savings and investment plans
Follow up with clients for policy renewals and support
Achieve monthly and quarterly targets
Maintain client records and documentation
Required Skills
Strong communication and interpersonal skills
Good convincing and sales ability
Client relationship management skills
Goal-oriented and self-motivated approach
Basic knowledge of financial and insurance products
Networking and lead generation ability
Basic computer knowledge
Eligibility Criteria
12th Pass & Above
Freshers can also apply
Interest in sales and financial planning
How to Apply
Call: 9913140067
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