Financial Planner

As a Financial Planner, you will play a crucial role in advising clients on suitable life insurance plans based on their financial goals. Your responsibilities will include assisting with policy issuance, endorsements, and servicing. You will also be responsible for managing policy renewals, sending timely reminders, and maintaining accurate client documentation to ensure compliance with IRDAI regulations. With 13 years of experience in life insurance/advisory, you are expected to have a good knowledge of insurance products and documentation. Strong communication and follow-up skills are essential for building long-term client relationships for financial planning. This is a full-time position located in Gorakhpur, Uttar Pradesh. If you are proactive and have hands-on experience in life insurance, policy servicing, renewals, and documentation, we encourage you to apply for this role. Your expertise will help clients make informed decisions about their insurance plans and ensure all paperwork is accurate and compliant. If you meet the requirements and are ready to take on this challenging yet rewarding role, please contact the employer at +91 9821781455 for further details.,