Life Planner

11 hours ago


Vijayawada India KL University Full time

Job Description Company Description K L University, also known as K L Deemed to be University, strives to provide students with a globally relevant learning experience through high-quality, affordable, and accessible education. Established in 1980 as the Koneru Lakshmaiah Charities and located in Vijayawada, Andhra Pradesh, the institution has evolved into a premier university with a focus on blending teaching, research, and experiential learning. The university fosters an engaging and supportive ecosystem that prepares students to contribute responsibly to a technology-driven, diverse, and interconnected world. K L University is recognized for its commitment to academic excellence and industry-aligned education. Role Description This is a full-time on-site role for a Life Planner at K L University, located in Vijayawada. The Life Planner will be responsible for assisting individuals with securing suitable insurance plans, conducting needs-based assessments, providing advice on general insurance solutions, and developing sales and marketing strategies to meet customer needs. The role involves fostering trust with clients, addressing inquiries, and ensuring exceptional service delivery in alignment with institutional values. Qualifications - Comprehensive knowledge of Insurance and General Insurance strategies and policies - Sales and Marketing skills for promoting insurance policies and developing customer relationships - Strong interpersonal and communication skills to effectively guide and support clients - Ability to work collaboratively in an on-site environment - Relevant certifications in insurance or a related field are a plus - Bachelor's degree in Business, Finance, Marketing, or a related area - Experience in client relationship management and a track record of achieving sales targets is desirable


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