Financial Planner

2 weeks ago


Gorakhpur Uttar Pradesh, India Wealth Mantra Full time

Job Title: Financial Planner

Location: Gorakhpur, Uttar Pradesh

Experience: 1-3 Years

**Job Type**: Full-Time

Job Summary:
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

Pay: ₹10,000.00 - ₹40,000.00 per month

Work Location: In person

**Speak with the employer**
+91 9821781455



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