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