Life Planner

A Life Planner acts as a financial services consultant, helping clients secure their future through tailored life, health, and savings plans. Responsibilities include prospecting, building client relationships, conducting financial literacy activities, and meeting sales targets. The role offers flexible, remote work, along with training and performance-based commission.

• Client Consultation: Proactively prospect, engage, and build strong relationships with clients to understand their financial goals and protection needs.
• Financial Planning: Offer tailored advice and solutions, including life insurance, health insurance, and investment-linked products.
• Sales & Marketing: Promote, market, and sell products and services, while striving to exceed personal income targets.
• Service & Support: Maintain client records and provide ongoing support, ensuring long-term financial security for clients.
• Relationship Management: Educate clients on finan...