Life Planning Officer

This job is provided by apna.co Involves helping clients with their financial goals, especially regarding life insurance and long-term planning. Key duties include assessing client financial situations, recommending suitable products and services, and building long-term client relationships. This role includes sales activities, such as new business generation, presentations, and closing deals.

• *Key responsibilities*
• Client Assessment: Analyze clients financial status and future needs to create personalized plans.
• Product and service sales: Present, promote, and sell life insurance products and other financial services to meet client goals.
• Financial Planning: Provide advice on retirement planning, risk management, and investment strategies.
• Client Relationship Management: Build and maintain long-term relationships with clients, ensuring satisfaction and retention.
• New Business Development: Identify and pursue new business opportunities through various channels.
• Administrative tasks: Maintain records of sales activities, follow up with clients, and keep them informed of financial developments.