Life Planner

August 5, 2026
30000 - 50000 / Month
Application ends: August 11, 2026
Apply Now

Job Description

Job Title: Life Planner

Company: Ayra Associates
Location: Ahmedabad
Experience: Fresher

Job Description:

Ayra Associates is looking for enthusiastic and customer-focused Life Planners to help clients achieve their financial and life goals through suitable insurance and financial planning solutions. The ideal candidate should have excellent communication skills, a positive attitude, and the ability to build long-term client relationships.

Key Responsibilities:

• Identify and acquire new clients through networking and referrals
• Understand clients’ financial goals and recommend suitable life planning solutions
• Build and maintain strong customer relationships
• Explain insurance and financial products to clients
• Generate leads and convert them into business opportunities
• Achieve assigned sales and business targets
• Maintain client records and documentation
• Provide after-sales support and regular follow-ups
• Coordinate with internal teams for smooth policy processing
• Ensure excellent customer service and client satisfaction

Required Skills:

• Relationship Management
• Sales and Business Development
• Customer Acquisition
• Communication and Interpersonal Skills
• Financial Planning
• Insurance Product Knowledge
• Lead Generation
• Negotiation Skills
• Customer Service
• MS Office Knowledge
• Time Management
• Target Achievement

Eligibility:
• Graduate Preferred
• Freshers Can Apply
• Strong communication, relationship-building, and sales skills required

Apply Now: 9913140067

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