Web 3 accounting and bookkeeping

This individual will be responsible for developing, maintaining, and analyzing various reports to provide actionable insights into the company's performance.

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.

• Help clients regarding their financial planning needs and priorities
• Offer solutions such as investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management, among others. Advocate the importance of financial literacy in the Philippines

1. Responsible for providing family wealth management and inheritance solutions for high-end clients, including wealth planning, asset allocation, and risk control consulting.

2. Based on the needs of target clients, executed family trust business implementation, including client needs analysis, due diligence, family trust structure and scheme design, drafting of relevant contracts, and project establishment.

3. Opened accounts through the internet, telephone, and other channels, while maintaining relationships with high-net-worth clients.

Implementation and Configuration

• Lead the implementation of Dynamics 365 Business Central and Retail solutions throughout the full project lifecycle

Retail Domain Expertise

• Apply in-depth knowledge of retail industry processes, including POS operations, inventory management, and supply chain optimization
• Address retail-specific business challenges and identify opportunities for process improvement using Business Central and Retail functionalities
• Customize and extend Retail features to meet unique retail client needs.

Client Interaction and Training

• Conduct user acceptance testing (UAT) sessions and provide comprehensive training to retail clients
• Deliver effective consultancy throughout the project lifecycle, offering expert advice on retail best practices.
• Undertake presentations and demonstrations to prospective retail clients, showcasing the capabilities of Business Central and Retail

Technical Support and Problem-Solving

• Provide technical support to retail customers, resolving issues related to Business Central and Retail
• Demonstrate strong problem-solving skills and a proactive approach to addressing retail-specific challenges
• Collaborate with cross-functional teams to align technology solutions with business needs

Pre-Sales and Product Knowledge

• Support the sales team by providing technical expertise during pre-sales activities
• Stay updated on the latest features and developments in Dynamics 365 Business Central and Retail.
• Contribute to the product/solution vision and roadmap, particularly for retail-focused enhancements

Documentation and Reporting

• Develop comprehensive documentation for implemented solutions and customizations
• Create and deliver key, informative reports to stakeholders on project progress and system performance.
• Configure Business Central and Retail modules to meet specific customer requirements in the retail sector.
• Gather and analyze business requirements from retail clients to ensure optimal system setup.
• Prepare and import data into Business Central, ensuring data integrity and accuracy

Schedule:

• Day shift
• Monday to Friday

Job Type: Full-time

1. Business Analysis:

1. Implementation:

1. Training and Support:

1. Customization and Development:

1. Project Management: