Financial Advisor
Financial Advisor
Posted on :
07-04-2025
Employer Active
1 Vacancy
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Job Description
- 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
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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