01Overview
- Set up client files and add client data to the financial planning software.<\/span>
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- Prepare forms, documents, and templates.<\/span>
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- Type up client questionnaires & portfolio reports.<\/span>
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- Download and collate documents and other research.<\/span>
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- Update and maintain client database.<\/span>
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- Managing database in CRM system.<\/span>
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- Client -facing tasks that require providing quality service to our clients through direct meetings. via zoom, online messages, or phone conversations.<\/span>
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- Responding to client queries in a timely and professional manner.<\/span>
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Requirements<\/h3>
- Prepare product comparison reports. This requires emails, phoning insurance, and investment. companies and get specific client portfolio information.<\/span>
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- Prepare insurance premium estimates and quotes using specific software.<\/span>
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- Prepare application forms, reports & mind map presentations.<\/span>
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- Submit application forms and follow -up applications, insurance underwriting, medicals, etc.<\/span>
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- Phoning clients & establishing valuable work relationships.<\/span>
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- Basic marketing activities (i.e., sending email newsletters, arranging client events)<\/span>
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Benefits<\/h3>
Yearly Bonus
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Paid Leaves<\/div><\/span> .
