Life insurance Sales Clerk + Paraplanner + Data Entry

  • Posted:
  • Proposals: 11
  • Remote
  • #27362
  • Completed
KKS Online Solution &.KIRSTIE H.Sarah B.Judith A.Gaynor G. + 6 others have already sent a proposal.
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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.

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