Life Planning Specialist

3 days ago

Hyderabad, Telangana, India beBeeInsurance Full time ₹ 50,00,000 - ₹ 1,00,00,000
Life Planning Career Opportunity

Job Summary:

We are seeking a motivated Life Planner to join our team, guiding clients through the process of selecting life insurance policies that best meet their needs.

This role involves both inbound and outbound client interactions, assessing customer needs, explaining policy options, and closing sales with empathy and professionalism.

Key Responsibilities:
  • Consultation Services: Consult with clients to understand their financial needs and provide tailored life insurance solutions
  • Product Education: Educate clients about different types of life insurance products and investment products
  • Lead Generation: Generate leads through networking, referrals, cold calling, and company-provided sources
  • Client Relationship Management: Maintain regular follow-ups with clients to build long-term relationships and ensure satisfaction
  • Ongoing Training: Participate in ongoing training and professional development sessions
Required Skills and Qualifications:
  • Education: High school diploma or equivalent
  • Personal Attributes: Self-motivated with ability to work independently and manage time effectively
  • Professional Characteristics: Ethical and trustworthy, with a client-first mentality
Benefits:
  • Compensation: Competitive commission structure and performance bonuses
  • Product Access: Access to top-rated insurance carriers and products
  • Professional Development: Ongoing training and career advancement opportunities
  • Culture: Supportive team culture that values growth, learning, and integrity

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