• 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