Financial Advisor
Financial Advisor
Posted on :
08-02-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2514922
- Set up client files and add client data to the financial planning software.
- Prepare forms documents and templates.
- Type up client questionnaires & portfolio reports.
- Download and collate documents and other research.
- Update and maintain client database.
- Managing database in CRM system.
- Clientfacing tasks that require providing quality service to our clients through direct meetings. via zoom online messages or phone conversations.
- Responding to client queries in a timely and professional manner.
Requirements
- Prepare product comparison reports. This requires emails phoning insurance and investment. companies and get specific client portfolio information.
- Prepare insurance premium estimates and quotes using specific software.
- Prepare application forms reports & mind map presentations.
- Submit application forms and followup applications insurance underwriting medicals etc.
- Phoning clients & establishing good work relationships.
- Basic marketing activities (i.e. sending email newsletters arranging client events)
Benefits
Yearly Bonus
Paid Leaves
Prepare product comparison reports. This requires emails, phoning insurance, and investment. companies and get specific client portfolio information. Prepare insurance premium estimates and quotes using specific software. Prepare application forms, reports & mind map presentations. Submit application forms and follow-up applications, insurance underwriting, medicals, etc. Phoning clients & establishing good work relationships. Basic marketing activities (i.e., sending email newsletters, arranging client events)
Employment Type
Full Time
Key Skills
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