Financial Planner Insurance

6 days ago


Kolkata, West Bengal, India Jhum Jhumi Ganguly (Proprietor Of Abhinavo Food and Marketing Services) Full time ₹ 8,00,000 - ₹ 12,00,000 per year
Job Description Description

The Financial Planner Insurance role involves providing expert financial planning and insurance advisory services to clients, helping them secure their financial future through tailored insurance solutions.

Responsibilities
  • Conduct comprehensive financial planning for clients, including insurance needs analysis.
  • Provide expert advice on various insurance products available in the market.
  • Develop personalized financial strategies to help clients achieve their financial goals.
  • Monitor and review clients financial plans and make necessary adjustments as needed.
  • Build and maintain strong relationships with clients to ensure trust and satisfaction.
  • Stay updated on industry trends and regulatory changes affecting insurance and financial planning.
Skills and Qualifications
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Certified Financial Planner (CFP) designation or equivalent is preferred.
  • Strong analytical and mathematical skills to assess financial data.
  • Excellent communication and interpersonal skills to interact with clients effectively.
  • Proficient in financial software and tools for planning and analysis.
  • Knowledge of various insurance products and their features.
  • Ability to develop and present financial strategies clearly and persuasively.
Spotlight
  • Rewards & recognition, Course reimbursements, Performance bonus, Retirement benefits, Health & insurance, Life insurance

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