Life Planner | Health Planner | Financial Planner & Business Associate

Company Description

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Role Description

This is a full-time remote role for a Life Planner at TATA AIA Life Insurance Pvt. Ltd. The Life Planner will be responsible for identifying and contacting potential clients, understanding their insurance needs, and creating tailored insurance plans. Day-to-day tasks include providing product information to clients, managing client relationships, developing marketing strategies, and meeting sales targets.

Qualifications

• Insurance and General Insurance skills

• Sales and Marketing skills

• Experience in life insurance is a plus

• Excellent communication and interpersonal skills

• Ability to work independently and remotely

• Bachelor's degree in Business, Finance, Marketing, or a related field is preferred