Company Description Shivadhana Technologies Pvt Ltd is a growing organization focused on providing customer-centric financial and insurance solutions. The company aims to help individuals and families plan for a secure and stable future through structured guidance and tailored services. Team members collaborate closely to understand client needs and offer practical, transparent advice.

Shivadhana

Technologies values integrity, long-term relationships, and professional development, creating opportunities for career growth. The company offers a supportive work environment for individuals who are motivated to build meaningful client connections.

Role Description The Life Planner role is an in office position based in Indore.

The Life

Planner will engage with clients to understand their financial goals, risk profile, and protection needs, and will recommend suitable insurance and related financial products. Daily tasks include meeting prospective and existing clients, explaining policy features and benefits, preparing customized plans, and handling policy documentation and follow-ups. The role also involves collaborating with the sales and marketing teams to generate leads,



participate in promotional activities, and maintain accurate records in internal systems.

The Life

Planner is expected to provide ongoing support and service to clients, ensuring a positive and trustworthy experience.

Qualifications

- Candidates should possess skills in Insurance and General Insurance, with an understanding of life and related insurance products.
- Candidates should possess Sales skills, including lead generation, client relationship management, and closing deals.
- Candidates should possess Marketing skills to support outreach activities, campaigns, and brand awareness efforts.
- Strong communication and interpersonal skills to explain complex information clearly and build long-term client relationships.
- Ability to work on-site in Indore, manage time effectively, and handle multiple client cases with attention to detail.
- Prior experience in insurance, financial services, or advisory roles is beneficial.
- A bachelor’s degree in business, finance, commerce, or a related field is preferred but not mandatory.

📌 Life Planner (Indore)
🏢 shivadhana technoloies
📍 Indore