Life Planners

As a Life Planner at Vaibhavi Financial Insights, located in Pune with the option of some work from home, your primary responsibility will be to assist clients with their financial planning needs. This will involve developing personalized financial plans tailored to each client's specific requirements. In addition, you will guide clients through insurance options, sales, and marketing strategies, playing a crucial role in educating them on the significance of securing their finances and helping them reach their financial goals. Key Responsibilities: - Assist clients with their financial planning needs - Develop personalized financial plans for clients - Guide clients through insurance options, sales, and marketing strategies - Educate clients on the importance of securing finances and help them achieve their financial goals Qualifications: - Experience in Insurance and General Insurance - Proficiency in Sales and Marketing - Strong interpersonal and communication skills - Ability to work in a hybrid environment - Bachelor's degree in Finance, Business, or related field is preferred - Prior experience in volunteering or social work is a plus,