🧾 Role Overview: Financial Planner – Life Insurance

A Financial Planner selling life insurance helps individuals and families secure their financial future by providing tailored insurance solutions that protect against life’s uncertainties. This role blends financial advisory expertise with consultative sales to deliver peace of mind and long-term value to clients.

🔑 Key Responsibilities

• Client Consultation: Assess clients’ financial goals, family needs, and risk exposure to recommend appropriate life insurance products.
• Solution Design: Present customized life insurance plans that align with clients’ income, liabilities, and long-term objectives.
• Education & Trust Building: Explain policy features, benefits, and terms clearly to help clients make informed decisions.
• Sales & Compliance: Drive sales through ethical practices while ensuring all regulatory and company standards are met.
• Ongoing Support: Maintain relationships with clients, review coverage needs periodically, and assist with claims or policy updates.

🎯 Ideal Candidate Profile

• Strong interpersonal and communication skills
• Financial services experience with a focus on insurance or advisory
• Goal-driven and self-motivated.
• Ability to build trust and deliver client-centric solutions

This role is ideal for professionals who want to combine financial expertise with meaningful client impact, helping families protect what matters most.