Female Life planning officer
Experience
Salary
Location
Job Description
- Develop and implement holistic financial plans for clients to support their long-term financial goals
- Conduct thorough financial analysis to assess clients' current financial situation and recommend suitable insurance products
- Build and maintain strong relationships with clients through regular communication and review meetings
- Stay updated on industry trends and changes in regulations to provide accurate and up-to-date advice to clients
- Collaborate with other team members to deliver comprehensive financial planning solutions to clients
- Provide excellent customer service by addressing clients' queries and concerns in a timely and professional manner
- Meet sales targets and KPIs set by the company to contribute to the overall growth of the business
- Attend training sessions and workshops to enhance knowledge and skills in financial planning and insurance products.
Requirements- females age between 30-45 yrs .
Location - lucknow, gomti nagar behind wave mall
Salary -started from 17k starting and insentive also
Designation
Female Life planning officer
Key Skills
Industry
Insurance
Functional Area
Sales & Marketing
Employment Type
Full Time
Education
Graduation/Diploma
Job Type
Work From Office
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