Life Planner

Company Description

Kotak Life Insurance PVT Ltd is a platform designed to share potential opportunities, role descriptions, and recruitment-related information. The primary focus is on positions like Recruitment and Development Manager for the Tied Agency Channel, along with similar roles. This channel provides candidates with a streamlined application process and a clear understanding of role requirements. For more information about Kotak Life's services and official career opportunities, candidates are encouraged to visit the company's official website.

Role Description

This is a volunteer remote role for a Life Planner at Kotak Life Insurance PVT Ltd. The Life Planner will be responsible for assessing client needs, providing tailored insurance solutions, and offering financial planning advice. Everyday tasks include understanding customer objectives, promoting suitable insurance products, and assisting clients in securing life insurance and general insurance services.

Qualifications

• Knowledge of Insurance and General Insurance products
• Skills in Sales and Marketing strategies
• Strong communication and interpersonal skills
• Ability to independently manage customer relationships and conduct needs assessments
• Prior experience in the insurance or financial services industry is an advantage
• Self-motivated with the ability to work remotely