Retirement Planning which requires a 360 degree approach begins with understanding clients–their needs, risk appetite & various life-stage goals – to draw up their asset allocation plan and monitoring it on a continuing basis. A Retirement Planner (RP) is experts who can deliver a holistic retirement plan using various tools, products, knowledge and other infrastructure to enable clients achieve their financial goals.
Clients need an expert who puts their interests above everything else and is equipped to provide them with customized solutions.
What will I do as a Retirement Planner?
In layman’s term, what we do is hire ‘Quality’ insurance advisers for our partners. We work on their behalf and get them the right personnel who will help in achieving the collective dream of any insurance agency. We have been in this business for years and through our expertise in the field of recruitment we make hiring look easy!
ELIGIBLITY IS SIMPLE
Minimum qualification: Graduate AND Successful track record in sales and / or franchisee development
Top Qualities to become Retirement Planner
- High level of integrity
- Ethical conduct
- Entrepreneurial spirit
- Ability to develop relationships
- Strong determination to succeed
- Open to learning and upgrading
- Confident, adaptable and energetic
How is being Retirement Planner different?
As a RP, you will be the customer’s Retirement Friend – advising and developing tailor-made solutions across various asset classes to help plan for retirement. A RP is different from a Wealth Advisor/Investment Planner/ Insurance Agent. While these have a targeted audience with a specific objective either to cover their life risks or ensure better return on investments, the scope of a RP is focused on advising solutions to clients aimed at achieving all important financial goals pre & post retirement.