Wealth Planning Associate

at  OBY ACADEMY LLP

Beacon Advisory is an exciting young organization that aims to provide trusted, transparent, and holistic financial planning advice to communities and generations. We also strive to provide clients with timely claim advice and connect them with relevant doctors to seek treatment in the shortest time available.

Roles:

• Breed productive relationships to create a pool of prospective clients from various sources by networking
• Responsive through chats and email.
• Monitoring of patients’ medical claims running status and keeping them healthy by reviewing key metrics on a daily basis

• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteriaWork with clients to deliver risk management strategies that fit their risk profiles

Who are we looking out for:

• Fresh grads are welcome to apply
• Excellent communication and interpersonal skills
• Highly self-motivated and self-driven with the ability to learn fast and think on feet
• Organised, Detail-oriented and meticulous
• You are detailed, articulate, resourceful, full of ideas and positive energy

• Breed productive relationships to create a pool of prospective clients from various sources by networking
• Responsive through chats and email.
• Monitoring of patients’ medical claims running status and keeping them healthy by reviewing key metrics on a daily basis
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteriaWork with clients to deliver risk management strategies that fit their risk profile