Life insurance Sales Clerk + Paraplanner + Data Entry
- or -
Post a project like this5060
£15/hr(approx. $19/hr)
- Posted:
- Proposals: 11
- Remote
- #27362
- Completed
Secretarial, adiministration, Customer Service, Facility Management, Office Interior Implementation & Construction procurement
Dubai
1290015247584757423377912780227887417002751687945079523
Description
Experience Level: Intermediate
I\'m a busy FSA registered financial adviser who only provides advice on protection policies to high net worth individuals. I need someone to take my fact find, initial research,and outlined recommendation and prepare the suitability letter and place the business on the chosen life insurer\'s website and create a competent client file.
Good knowledge of the life insurance sales process helpful.
Probable work around 8 - 10 hours per month hopefully increasing as I am free\'d to see more clients.
I don\'t know if this person exists, but I\'m also looking for someone to prepare wills and other legal documents from A WORD merge system, which could be additional work for the the same person who would have to be comfortable with data entry and word merge. This might be a further 4- 8 hours per week.
Good knowledge of the life insurance sales process helpful.
Probable work around 8 - 10 hours per month hopefully increasing as I am free\'d to see more clients.
I don\'t know if this person exists, but I\'m also looking for someone to prepare wills and other legal documents from A WORD merge system, which could be additional work for the the same person who would have to be comfortable with data entry and word merge. This might be a further 4- 8 hours per week.
John M.
100% (36)Projects Completed
13
Freelancers worked with
12
Projects awarded
50%
Last project
3 Nov 2023
United Kingdom
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