Rexiel Gestosani Email & Phone Number

Australia

- Setup client files and adding client data to the financial planning software- Prepare forms, documents, templates- Type up client questionnaires & portfolio reports- Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information- Prepare insurance premium estimates and quotes using specific software- Prepare application forms, reports & mind map presentations- Submit application forms and follow up applications, insurance underwriting, medicals etc.- Phoning clients & establishing good work relationships- Download and collate documents and other research- Update and maintain client database- Managing database in CRM system- Client facing tasks that require providing quality service to our clients through direct meetings via zoom, online messages or phone conversations.- Implementation of financial model- Collecting, preparing, verifying, and maintaining all necessary client work papers and information- Populate client application forms and follow up on their progress directly with product providers- Manage, review, and update client data in the CRM- Prepare and review investment reports and policy schedules- Coordinate with different entities to complete research to back financial planning recommendation- Completing fact-finding documents while managing all necessary client work papers and information, ensuring thorough documentation.- Updating client paper and electronic files to maintain compliance, concurrently managing and reviewing client data in the CRM for accuracy.

Cebu

- Setup client files and adding client data to the financial planning software- Prepare forms, documents, templates- Type up client questionnaires & portfolio reports- Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information- Prepare insurance premium estimates and quotes using specific software- Prepare application forms, reports & mindmap presentations- Submit application forms and follow up applications, insurance underwriting, medicals etc.- Phoning clients & establishing good work relationships- Download and collate documents and other research- Update and maintain client database- Basic marketing activities (i.e. sending email newsletters, arranging client events)- Managing database in CRM system- Client facing tasks that require providing quality service to our clients through direct meetings via zoom, online messages or phone conversations.

Tagoloan, Northern Mindanao, Philippines

Philippines

- Answering questions about a company's products or services. - Processing orders and transactions. - Resolving issues and troubleshooting technical problems. - Delivering information about a company's offerings. - Providing proactive customer outreach. - Handling customer complaints. - Collecting and analyzing customer feedback.

Philippines

- Provides software testing support and consult directly with the development team responsible for all Accounting and other related software. - Insures that a test event is well defines, planned and executed by ensuring that every phase and feature of the software solution is tested and that any potential issue is identified and fixed before the production.- Facilitates the implementation and support of Accounting Software to enhance the clients’ business functionality and overall performance, while maintaining a high degree of customer satisfaction.- Analyze the current business processes and scenarios of the client and recommend solutions to meet the clients need.- Responsible primarily for successful implementation the said software, providing functional expertise, guidance, presentation, and instruction on products to clients.