Financial Solutions Specialist

2 days ago


Mohali, Punjab, India beBeeInsurance Full time ₹ 6,00,000 - ₹ 12,00,000
Role Overview:

The primary function of a Life Planning Officer revolves around providing insurance solutions to clients, thereby ensuring their financial security and well-being. In this capacity, you will be responsible for comprehensively understanding client needs, identifying opportunities, and developing tailored plans that cater to their unique requirements.

Key Responsibilities:
  • Engage in discussions with clients to understand their financial objectives and aspirations
  • Conduct thorough analyses of client data to identify potential risks and opportunities
  • Develop and present customized insurance plans that align with client goals and objectives
  • Maintain accurate and up-to-date records of client interactions
Requirements:
  • Hold a Bachelor's degree in any relevant field
  • Possess 0-1 year of experience within the insurance industry
  • Demonstrate strong communication and interpersonal skills
  • Exhibit ability to work effectively within a team environment


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