Financial Advisor

• 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.
• Client-facing 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 follow-up 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