Job Title: Financial Services Coordinator
Description:
The primary function of this role is to provide administrative support services to the sales team, ensuring seamless client onboarding and efficient business processing.
Duties:
* New business client set-up and organisation of paperwork,
* New business processing for life insurance and pension business with clients and life insurance companies>,
* Following up and supporting clients by keeping them informed and progressing their business efficiently by providing excellent customer services>,
p>[param company duties here]Please note that these are some general examples. Your actual tasks may vary depending on your specific position],