Job Description

Job Title: Financial Planner

Location: Gorakhpur, Uttar Pradesh

Experience: 1-3 Years

Job Type: Full-Time

Job Summary:

We are looking for a proactive Financial Planner with hands-on experience in life insurance, policy servicing, renewals, and documentation. The ideal candidate will help clients choose the right insurance plans, manage renewals, and ensure all paperwork is accurate and compliant.

Key Responsibilities:

Advise clients on suitable life insurance plans based on their financial goals Assist with policy issuance, endorsements, and servicing Manage policy renewals and send timely reminders Maintain and verify all client documentation Ensure compliance with IRDAI regulations Build long-term client relationships for financial planning
Requirements:

1-3 years of experience in life insurance/advisory Good knowledge of insurance products & documentation Strong communication and follow-up skills
Job Type: Full-time

Pay: ?10,000.00 - ?40,000.00 per month

Work Location: In person

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