Relationship Manager

$800-1K[Monthly]
1-3 Yrs Exp
Diploma
Full-time
Shirlee Dimensionall · HR Officer
Online
Dimension-All Manpower Inc.
Human Resources & Recruitment
<50 Employees
Unfinanced / Angel
Due Diligence | Program Management | Client Service | Computer Literate | Leadership Skills | Analysis and Problem-Solving | Financial Literate | Customer Service Skills | Attention to Details | Written and Verbal Communication Skills
Meal Allowance, Transportation Allowance, Housing Allowance
Relationship Manager
Shirlee Dimensionall · HR Officer
Description

A client relations officer (CRO) is a company's primary point of contact with clients, and is responsible for building and maintaining strong relationships with them. CROs work in many industries, including banking, retail, telecommunications, and hospitality.

Remote

Financial Advisor

$200[Monthly]
1-3 Yrs Exp
Master
Freelance
津田 大郎 · オーナー
合同会社88milrec
Real Estate & Property Management
<50 Employees
Unfinanced / Angel
Client Services
Financial Advisor
津田 大郎 · オーナー
Description

  • Real Estate Sales
  • Remote

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    Czarlene Kaye San Juan · ASSISTANT UNIT MANAGER
    Pru Life UK - Team CK
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    <50 Employees
    Unfinanced / Angel
    financial advisor
    Financial Advisors
    Czarlene Kaye San Juan · ASSISTANT UNIT MANAGER
    Description

    We are seeking motivated and results-driven Financial Advisors to join our dynamic team. In this remote role, you will be responsible for acquiring new clients, analyzing and recommending insurance policies, and providing comprehensive support throughout the policy lifecycle. This position offers an exciting opportunity with significant earning potential and a range of attractive benefits.


    • Sales and Client Acquisition: Drive growth by acquiring new clients and expanding our client base. Develop and implement effective strategies for client outreach and engagement.
    • Policy Analysis and Evaluation: Conduct thorough analyses of clients' insurance needs and evaluate available policy options. Provide detailed assessments to determine the best policy solutions.
    • Policy Recommendations: Offer tailored recommendations based on clients' individual needs and financial goals. Ensure that clients are informed about the most suitable insurance policies.
    • Quoting and Underwriting: Prepare accurate insurance quotes and handle the underwriting process. Ensure compliance with company guidelines and industry standards.
    • Claims Assistance: Support clients through the claims process, offering assistance to ensure a smooth and timely resolution of their claims.
    • Policy Maintenance: Oversee the management and updating of existing policies. Ensure that all policy modifications are accurately documented and communicated.
    • Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or issues they may have.

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