Job Title: Financial Planner Location: Gorakhpur, Uttar Pradesh Experience: 1–3 Years Job Type: Full-Time Job Summary: We are looking for a proactive Financial Planner with hands-on experience in life insurance, policy servicing, renewals, and documentation. The ideal candidate will help clients choose the right insurance plans, manage renewals, and ensure all paperwork is accurate and compliant. Key Responsibilities: Advise clients on suitable life insurance plans based on their financial goals Assist with policy issuance, endorsements, and servicing Manage policy renewals and send timely reminders Maintain and verify all client documentation Ensure compliance with IRDAI regulations Build long-term client relationships for financial planning Requirements: 1–3 years of experience in life insurance/advisory Good knowledge of insurance products & documentation Strong communication and follow-up skills Job Type: Full-time Pay: ₹10,000.00 - ₹40,000.00 per month Work Location: In person Speak with the employer +91 9821781455

Job Title: Financial Planner Location: Gorakhpur, Uttar Pradesh Experience: 1–3 Years Job Type: Full-Time Job Summary: We are looking for a proactive Financial Planner with hands-on experience in life insurance, policy servicing, renewals, and documentation. The ideal candidate will help clients choose the right insurance plans, manage renewals, and ensure all paperwork is accurate and compliant. Key Responsibilities: Advise clients on suitable life insurance plans based on their financial goals Assist with policy issuance, endorsements, and servicing Manage policy renewals and send timely reminders Maintain and verify all client documentation Ensure compliance with IRDAI regulations Build long-term client relationships for financial planning Requirements: 1–3 years of experience in life insurance/advisory Good knowledge of insurance products & documentation Strong communication and follow-up skills Job Type: Full-time Pay: ₹10,000.00 - ₹40,000.00 per month Work Location: In person Speak with the employer +91 9821781455

Location: Gorakhpur, Mohaddipur | Full-time | Non-Sales Role Job Summary: We are looking for a non-sales back-office professional with experience in life insurance policy renewals. The role involves handling renewal documentation, coordinating with internal teams, and communicating with clients over email/calls in fluent English. Key Responsibilities: Process and manage life insurance renewal documentation. Follow up with clients (email/phone) for missing or pending documents. Ensure all records are accurate and updated in the system. Coordinate with internal departments (not sales). Maintain TAT and compliance standards. Requirements: Graduate with 1–3 years of experience in life insurance policy renewals/documentation. Excellent communication skills in English (written and verbal). Strong attention to detail and organizational skills. Proficient in MS Office. Note: This is NOT a sales or target-based role. Candidates with pure documentation/back-office experience in life insurance only should apply. Job Type: Full-time Pay: ₹10,000.00 - ₹40,000.00 per month Work Location: In person

Location: Gorakhpur, Mohaddipur | Full-time | Non-Sales Role Job Summary: We are looking for a non-sales back-office professional with experience in life insurance policy renewals. The role involves handling renewal documentation, coordinating with internal teams, and communicating with clients over email/calls in fluent English. Key Responsibilities: Process and manage life insurance renewal documentation. Follow up with clients (email/phone) for missing or pending documents. Ensure all records are accurate and updated in the system. Coordinate with internal departments (not sales). Maintain TAT and compliance standards. Requirements: Graduate with 1–3 years of experience in life insurance policy renewals/documentation. Excellent communication skills in English (written and verbal). Strong attention to detail and organizational skills. Proficient in MS Office. Note: This is NOT a sales or target-based role. Candidates with pure documentation/back-office experience in life insurance only should apply. Job Type: Full-time Pay: ₹10,000.00 - ₹40,000.00 per month Work Location: In person

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.,