What does a career planner for the elderly do?

First of all, the main work of the pension career planner is as follows:

1, responsible for providing the elderly with corresponding old-age consultation and recommendation services according to their income status;

2. Be responsible for the negotiation between the company's insurance business and customers;

3. Responsible for the maintenance and development of new and old customers;

4. Provide professional consulting and pension planning services for customer groups through the company's professional training;

5. Complete the tasks assigned by the company on time, and guide its members to explore the market and maintain customers;

6. Actively participate in various trainings provided by the company to continuously improve professional quality;

7. Responsible for the maintenance of high-end individual customers, the management of customer data and the secondary development of customers;

8, complete other work assigned by the leadership.

Two, the pension professional planner's job requirements are as follows:

1, college degree or above, under the age of 2 1~35;

2. Have good affinity, communication skills and teamwork spirit;

3. Have good psychological quality and good communication skills;

4. Have a proactive spirit and personality to accept challenges;

5. Love the insurance industry, have enthusiasm for marketing and have a strong sense of responsibility.