Insurance financial planner, what does a financial planner of an insurance company do

Hello, Insurance Financial Planner: The new financial advisory marketing method will become the trend of family financial planning. It provides professional financial planning advice and risk management planning that are suitable for the needs of customers according to their asset status and risk appetite, including savings plans, insurance plans, financial investment plans, children's education plans, pension plans, tax plans, estate plans, etc.

Financial planners help clients manage their assets.

A financial planner is a person who uses the principles, techniques and methods of financial planning to provide comprehensive financial consulting services for the financial goals of individuals, families, small and medium-sized enterprises and institutions. Financial planning requires a full range of services, so financial planners are required to have a comprehensive grasp of various financial instruments and related laws and regulations, to provide customers with tailor-made and practical financial solutions, and at the same time to meet the long-term and changing financial needs of customers in the continuous revision of the plan.

First, you can get under the relevant noun explanations.

Second, generally now, planners are still a noun, because to take this test, to do this industry, you need to ** insurance, banking, ** lottery, ** all kinds of knowledge in these aspects, but also have the accumulation of relevant accounting, taxation, industry and commerce, enterprise development, family finance and other balanced knowledge, so financial planners are either taking a certificate or planner.

And thirdly, you can start with a small aspect and learn about the industry as a whole, which is very good for your development.

Fourth, I wish you a smooth work, a prosperous career, a healthy life, and a happy family.

Hehe, bragging, very bad, BS, selling insurance, selling insurance, don't say anything, then Mu Fengcai Center, be kind, don't look down on yourself.

A standard financial planner is not the same as an insurance company's financial planner.

Standard financial planners can provide customers with comprehensive financial advice such as insurance, banking, foreign exchange, trust, etc.

The financial planner of the insurance company is actually another name, the financial planner of the insurance company = insurance salesman = salesman = salesman = ** person = reserve cadre = investment consultant = financial adviser residual = reserve supervisor... Please pay attention to the identification!

Insurance is a very good industry, please as an individual in the insurance industry, do not use this kind of edge ball to disturb the audio-visual!!

The same fooled:

Extended reading: [Insurance] How to buy, which one is better, teach you to avoid these insurance"pits"

A financial planner is all about guiding or helping clients manage their finances. The financial planner of the insurance company is to be qualified to have the insurance business of the insurance company in China, and be proficient in various financial businesses: **, **, **, bonds, foreign exchange, insurance.

Help customers to reasonably allocate funds to ensure customers and maximize returns.

An insurance company's financial planner is different from an insurance salesman

First of all, their qualifications are different, and the qualification certificate recognized by the state is not the same, and the financial planner is more difficult and higher than the insurance practitioner qualification certificate;

Secondly, the service objects are different, financial planners serve high-end life insurance customer groups, with assets of more than 5 million yuan, while insurance salesmen are not distinguished, mainly according to their personal ability and personality characteristics to determine their service groups;

Thirdly, the commission and salary level are not the same, the annual salary of a financial planner is generally more than 100,000 yuan, while the insurance salesman is not necessarily, according to how much he pays to determine his annual commission.

Generally speaking, to engage in financial planning, you should start as a basic insurance salesman, and then become a financial planner after several years of social experience and financial and insurance financial knowledge.

Extended reading: [Insurance] How to buy, which one is better, teach you to avoid these insurance"pits"

Hello! Life insurance financial planner belongs to the category of insurance, and assistant financial planner is a level of financial planner, and the two are two completely different professions.

You can refer to the following.

The insurance is recognized by the company, and the school is recognized by the state.

Let's leave that company as soon as possible, I get angry when I think about this company, and I wasted months of my time and lost hundreds of dollars.