Financial Planner| Insurance Vertical | A Wealth Management Company

<!-- <textarea rows="8" class="form-control" id="roles_responsibility" name="roles_responsibility"> --> <p>As a financial planner in insurance wealth vertical of a wealth management company, you will be responsible for pre sales support to product specialists and wealth managers. As a part of central support team, you will prepare financial plans for the UHNI and Super HNI Clients in order to achieve their financial goals.</p> <div>1) Identifying and utilizing suitable tools and techniques to manage analyses for soucing insurance business.&nbsp;</div> <div><br></div> <div>2) Meet clients to understand their financial goals, needs, and risk appetite.</div> <div><br></div> <div>3) Collaborate with internal teams (investment analysts, portfolio managers, tax experts, estate planners).</div> <div><br></div> <div>4) Collaborate with internal teams (investment analysts, portfolio managers, tax experts, estate planners).</div> <div><br></div> <div>5) Developing and executing insurance business planning.&nbsp;</div> <div><br></div> <div>6) Insurer wise quote comparison of life, health and general insurance product.</div> <p>Looking for candidates with strong written and verbal communication skills having minimum 2 years of experience as a financial planner . Candidate should be CFP(Certified Financial Planner) certified.</p>