Guaranteed And Retirement Income Planning

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Role Description

This is a full or part time role for a Guaranteed and Retirement Income Planner at Life Insurance Corporation of India (LIC). The role is hybrid, based in Coimbatore, Tiruppur, Pollachi, with some work-from-home flexibility. Key responsibilities include providing comprehensive financial advice to clients, developing customized retirement income plans, performing detailed financial analyses, and preparing reports. The role also involves keeping abreast of the latest market trends and regulatory changes, and communicating complex information in a clear and concise manner to clients.

Qualifications

• Financial Planning, Wealth Management, and Retirement Planning skills
• Analytical skills for financial analysis and planning
• Communication skills, both verbal and written, for client interaction and report preparation
• Knowledge of current financial regulations and market trends
• Excellent customer service and interpersonal skills
• Strong problem-solving skills and attention to detail
• Ability to work independently and as part of a team in a hybrid environment
• Bachelor&aposs degree in Finance, Economics, Business, or a related field
• Professional certification such as CFP (Certified Financial Planner) or similar is a plus