PFP Legacy Thailand

Advise clients on suitable universal life, savings, and offshore insurance products Present and structure solutions based on client goals, financial needs, and risk profile Provide holistic financial planning across estate distribution, investment advisory, and risk management Manage the full sales process from fact-finding to policy issuance Collaborate with internal case teams, underwriters, and product providers Build strong, trust-based relationships with clients and referral partners Stay up to date on international product offerings and relevant regulatory changes

Assist with onboarding new clients, ensuring all compliance and documentation requirements are met Maintain accurate client records and update CRM systems regularly Coordinate meetings, follow-ups, and manage client communications on behalf of advisors Liaise with insurance partners, internal departments, and external vendors to ensure smooth case progress Track and follow up on outstanding requirements with attention to timelines and details Perform general administrative duties including scheduling, data entry, and file management