Life Planning Officer

Involves helping clients with their financial goals, especially regarding life insurance and long-term planning. Key duties include assessing client financial situations, recommending suitable products and services, and building long-term client relationships. This role includes sales activities, such as new business generation, presentations, and closing deals.

*Key responsibilities*

Client Assessment: Analyze clients' financial status and future needs to create personalized plans.

Product and service sales: Present, promote, and sell life insurance products and other financial services to meet client goals.

Financial Planning: Provide advice on retirement planning, risk management, and investment strategies.

Client Relationship Management: Build and maintain long-term relationships with clients, ensuring satisfaction and retention.

New Business Development: Identify and pursue new business opportunities through various channels.

Administrative tasks: Maintain records of sales activities, follow up with clients, and keep them informed of financial developments.