Senior Financial Planner

As an Insurance Specialist at PLANTRICH CONSULTANCY LLP in Mumbai, you will play a crucial role in helping clients achieve their financial goals by providing tailored insurance solutions. With a focus on field sales experience in the insurance sector, you will be responsible for building strong client relationships and ensuring client satisfaction. Your primary responsibilities will include collaborating with clients to understand their insurance needs, recommending suitable Health Insurance and Life Insurance policies, and acquiring new clients within the Health and Life Insurance domains. You will also be expected to cross-sell various insurance policies, manage the complete policy lifecycle, and uphold compliance with insurance regulations. To excel in this role, you should possess proven field sales experience in Health Insurance and Life Insurance, along with a deep understanding of insurance products, industry trends, and underwriting processes. Strong communication and interpersonal skills are essential for effectively conveying complex insurance concepts to clients and maintaining client relationships. If you are passionate about helping clients secure their financial future and have a track record of client acquisition and relationship management, we encourage you to apply. The annual remuneration for this position ranges from 2.4 Lakhs to 6 Lakhs. Interested candidates with the requisite field sales experience and expertise in Health Insurance and Life Insurance can submit their resumes to myportfolio@plantrich.in / khyati@plantrich.in. Join our team at PLANTRICH CONSULTANCY LLP and be a part of empowering clients to live the life of their dreams while we take care of their financial planning needs.,