Financial Planning Associate

Overview

Looking for full-time work (8 hours/day)

at $7.00/hour ($1,232.00/month)

Bachelors degree

Last Active

April 25th, 2024 (10 days ago)

Member Since

July 27th, 2021

Profile Description

Extremely motivated and passionate to constantly grow personally and professionally, I am a proficient and self-motivated person delivering excellent service with passion and commitment to help companies find their success.

I bring with me sufficient experience in the Australian insurance and financial planning industry dealing with administrative and back-office support, client insurances, appointment work and client support, e-mail management, sales support, market comparisons, maintenance of databases, and processing applications, renewals or changes to existing client records. I also liaise with fund managers, administrators and life companies regarding client affairs. I am familiar with financial planning systems such as xPlan and Act! CRM.  

I also bring with me more than 14 years of extensive experience in the banking and travel industries. Hence, I have exceptional customer service-oriented skills, strong problem solving and organization skills, and an aptitude for numbers, computations, and making reports. My experience gained me the ability to work under pressure, multitask and follow instructions to deliver exceptional results.
I believe in hard work, honesty, sincerity, and professionalism; hence, I always remain alert to learn all the newest and updated materials to improve my skills. I have exceptional and practical oral and written communication skills.
I have arranged an entire space furnished with all kinds of virtual purpose elements like a professional computer, a strong internet connection, land phone, printer, and scanner to ensure my 24 hours availability to my clients.

I can assure you that I am the best match for your job. Looking forward to working with you soon!