LIFE PLANNER
Job Description
Job Title: Life Planner
Company: AYRA ASSOCIATES
Location: Ahmedabad
Experience: Freshers
Job Description:
AYRA ASSOCIATES is looking for a motivated and enthusiastic Life Planner to guide clients with financial planning and insurance solutions. The ideal candidate should have good communication skills, customer handling abilities, and the willingness to build strong client relationships.
Key Responsibilities:
• Understand client needs and provide suitable financial guidance
• Explain insurance and financial planning products to clients
• Generate leads and connect with potential customers
• Build and maintain strong client relationships
• Follow up with clients and provide regular updates
• Maintain client records and documentation
• Achieve assigned business goals and targets
• Support customers with financial planning requirements
Required Skills:
• Financial Planning
• Client Relationship Management
• Communication Skills
• Customer Handling
• Lead Generation
• Sales Skills
• Presentation Skills
• Negotiation Skills
• Problem-Solving Skills
• Time Management
Eligibility:
• Freshers can apply
• Graduate Preferred
• Good communication and interpersonal skills required
Apply Now: 9913140067
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