Life Planner
Job Description
Job Title: Life Planner
Company Name: AYRA ASSOCIATES
Location: Ahmedabad
Experience: Freshers Can Also Apply
Qualification: 12th Pass & Above
Contact: 9913140067
Job Overview
AYRA ASSOCIATES is looking for motivated and enthusiastic candidates for the position of Life Planner. This role is ideal for individuals who are passionate about helping people plan their financial future, build strong client relationships, and grow in a professional environment.
Job Responsibilities
Guide clients in financial planning and life insurance solutions
Understand customer needs and suggest suitable plans
Build and maintain strong client relationships
Follow up with potential and existing clients
Provide support for policy-related documentation and processes
Explain benefits, coverage, and financial security options
Maintain records of client interactions and updates
Achieve business and client service targets
Required Skills
Good communication and interpersonal skills
Strong convincing and client handling abilities
Basic understanding of financial planning is a plus
Positive attitude and self-motivation
Ability to build trust and long-term relationships
Good organizational and time management skills
Willingness to learn and grow professionally
Eligibility Criteria
12th Pass or Above
Freshers can also apply
Candidates with sales or customer service experience are preferred
Good communication skills required
How to Apply
Call: 9913140067
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