Careers in Financial Planning

1 week ago

coimbatore, India beBeeInsurance Full time

Life Insurance OpportunityAre you passionate about helping people plan for their future? Do you have excellent communication skills and a strong understanding of financial planning and insurance concepts?This role involves identifying client needs, selling suitable insurance products, and providing exceptional customer service. You will be responsible for building and maintaining client relationships, explaining policy options to clients, processing insurance applications, and ensuring customer satisfaction.Proficiency in insurance sales and familiarity with brokerage practicesStrong understanding of financial planning and insurance conceptsCustomer service skills and the ability to build and maintain positive client relationshipsKnowledge of insurance products and industry best practices is an advantageEffective communication and interpersonal skillsMotivated, goal-oriented, and capable of working on-site in a collaborative environmentA relevant degree or equivalent professional experience in insurance or finance is highly desirableResponsibilities include:• Building and maintaining client relationships• Explaining policy options to clients• Processing insurance applications• Ensuring customer satisfaction• Financial planning advice and ongoing client supportKey Skills:• Proficiency in insurance sales and familiarity with brokerage practices• Strong understanding of financial planning and insurance concepts• Customer service skills and the ability to build and maintain positive client relationships• Knowledge of insurance products and industry best practices is an advantage• Effective communication and interpersonal skills• Motivated, goal-oriented, and capable of working on-site in a collaborative environment• A relevant degree or equivalent professional experience in insurance or finance is highly desirableBenefits: This role offers the opportunity to work in a dynamic and supportive team environment, with opportunities for professional growth and development.What We Offer: As a Life Insurance Agent, you will receive comprehensive training and support to help you succeed in this role. You will also have access to a range of tools and resources to help you manage your workload and achieve your goals.

  • Financial Planning Specialist

    5 days ago

    coimbatore, India beBeeExpert Full time

    Senior Financial Planning ExpertA senior financial planning expert is required to lead the design and implementation of SAP S/4HANA CO processes. This includes cost center accounting, profit center accounting, internal orders, product costing, and profitability analysis.The successful candidate will configure SAP S/4HANA CO components such as universal...

  • Financial Controller

    4 days ago

    Coimbatore, India Corenza Full time

    About Company A century old diversified business group operating across multiple sectors (Renewable energy, Textiles, Financial Services, etc), focused on sustainable practices and aiming to be globally recognized for delivering sustainable solutions. The Financial Controller (FC) will be a key member of the executive team, responsible for the financial...

  • Financial Planning and Analysis

    12 hours ago

    Coimbatore, Tamil Nadu, India Mobi Full time

    **Department** - Finance Department**Location** - Coimbatore, IN**Role** - Financial Planning and Analysis**Experience** - 5 >**Job Type** - Full-Time**Position Overview**: Job Description: The position is responsible for leading the financial planning and analysis function, providing key insights and recommendations to senior management to support decision...

  • Senior Oracle Financial Planning Specialist

    4 days ago

    coimbatore, India beBeeFinancialPlanning Full time

    Oracle Financial Planning ExpertWe are seeking a highly skilled Oracle financial planning professional to join our team. In this role, you will be responsible for implementing and supporting Oracle EPM applications.

  • Career Accelerator: Unlock Your Potential in Financial Markets

    1 day ago

    coimbatore, India beBeeInvestment Full time

    Gain a Competitive Edge in Financial MarketsThe Derivion International School of Business & Finance offers an immersive 6-month Applied Trading Internship designed to equip learners with the skills and knowledge required for trading, research, and investment-analysis roles. Through a structured and practical approach, interns will engage in daily market...

  • Career Opportunities

    6 days ago

    coimbatore, India beBeeFinancial Full time

    Job TitleWe are seeking a highly skilled professional to provide expert financial guidance and advice to clients on investment and insurance opportunities.To succeed in this role, you should be able to confidently communicate with people, as it is not an easy skill. However, with the right support and resources, we believe you can excel in this position.You...

  • Financial Planning And Analysis Analyst

    8 hours ago

    Coimbatore, Kochi, India HH Back Office Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Essential Duties and Responsibilities:Build and update financial models in support of current growth strategies and analysisAssist the Accounting function with month-end close process and comparison of actuals to historical trend and budgetPerform variance analysis, identify trends, and make recommendations for improvementsSupport the annual strategic...

  • Career Counselor

    2 weeks ago

    Coimbatore, Tamil Nadu, India Xplore Intellects Pvt Ltd Full time ₹ 1,68,000 - ₹ 2,64,000 per year

    Actively Hiring for Career Counsellor Immediate joiners preferred. Female candidates preferrable.FRESHERS CAN ALSO APPLYJob Title: Career CounsellorLocation: CoimbatoreEmployment Type: Full-timeExperience: 0.6–2 years in Ed-tech industryJob Summary:We are seeking a passionate and empathetic Career Counsellor to guide students in identifying and pursuing...

  • Career Counselor

    2 weeks ago

    Coimbatore, India JYOTI PLACEMENT SERVICES Full time

    we required career counsiler in coimbatore location **Salary**: ₹14,000.00 - ₹25,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Coimbatore, Tamil Nadu: Reliably commute or planning to relocate before starting work (required) **Experience**: - total work: 1 year (preferred) **Speak with the employer** +91 8135910238

  • Financial Planning and Analysis

    12 hours ago

    Coimbatore, Tamil Nadu, India iamneo.ai Full time

    Iamneo, a dynamic and rapidly growing organization, is seeking a proactive and ambitious business leader to join our Founder's office. This is an exciting opportunity to work directly with the CEO, contributing to the resolution of complex finance challenges and actively participating in critical decision-making processes. **Key Responsibilities**: -...