Personal Assistant for e-Communication and Financial Planning - Remote

Overview

The role involves supporting a professional in managing various tasks related to e-communication, financial planning, and client interactions, ensuring productivity and organization.

In Short

• Assist with email management and organization.
• Create offers and financial plans.
• Schedule appointments and manage CRM activities.
• Support in onboarding and training for insurance brokers.
• Engage in various back-office tasks.
• Opportunity to learn about finance and marketing.
• Work in a fully digital and remote environment.
• Potential to earn through affiliate marketing.
• Focus on personal development and harmony.
• Enjoy a flexible lifestyle while working.

Requirements

• Training in insurance and finance or relevant experience.
• Willingness to learn about various insurance products.
• Ability to manage tasks independently.
• Strong organizational skills.
• Interest in digital marketing and SEO.
• Good communication skills.
• Proficiency in using Google Sheets.
• Ability to work remotely and manage time effectively.
• Positive attitude and desire for personal growth.
• Flexibility to adapt to various tasks.

Benefits

• Comprehensive learning curve in finance and insurance.
• 100% remote work flexibility.
• Opportunity to travel while working.
• Potential to become a partner or remain an affiliate.
• Engaging work environment with a focus on fun.
• Supportive atmosphere for personal development.
• Possibility to earn additional income through affiliate links.
• Work-life balance with a focus on enjoyment.
• Access to a network of like-minded individuals.
• Experience a unique approach to the finance and insurance industry.