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What is the specific job of a financial planner in an insurance company?
Financial planners guide or help customers manage their finances. The financial planner of an insurance company should be qualified to represent the insurance business of all insurance companies in China and be proficient in various financial businesses: stocks, funds, futures, bonds, foreign exchange and insurance. Help customers allocate funds reasonably, ensure customers and maximize profits.

Financial planners of insurance companies are different from insurance salesmen;

First of all, their qualifications are different, and the qualifications recognized by the state are different. It is difficult for financial planners to be higher than the qualifications of insurance practitioners;

Second, customers are different. Financial planners serve high-end life insurance customers with assets of more than 5 million yuan, while insurance salesmen are not divided, and their service groups are mainly determined according to personal abilities and personality characteristics.

Third, the commission is different from the salary level. The annual salary of financial planners is generally more than 654.38+10,000 yuan, and insurance salesmen are not necessarily. The annual commission is determined according to how much they pay.

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