Life Planning Officer

Company Description

Banerjee’s OneSphere is a trusted partner in financial security and growth, providing a variety of services including life, health, and general insurance, loan solutions, and customer-first services. Founded by Tanmoy Kumar Banerjee and Sutapa Banerjee, OneSphere represents a unified ecosystem of businesses dedicated to meeting essential needs for individuals, startups, and enterprises. Our mission is to empower lives and livelihoods through innovation, trust, and comprehensive service delivery. We operate across multiple industries, including finance, digital marketing, real estate, and insurance.

Role Description

This is a full-time remote role for a Life Planning Officer. The Life Planning Officer will be responsible for advising clients on various insurance and financial products, creating customized financial plans, conducting assessments, facilitating communication between clients and service providers, and ensuring customer satisfaction.

Qualifications

• Strong Analytical Skills
• Excellent Communication skills
• Ability to work independently and remotely
• Experience in financial planning or related fields is a plus
• Bachelor's degree.