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I remember myself as a young boy watching my father keep a daily expenses diary meticulously. He would jot down every penny that left his hand. As he pored over his spending, he was also teaching me a powerful lesson – to invest in my own financial literacy.
I carried this lesson forward in my own life and have always kept a futuristic orientation. I planned for the education of my own children and my retirement while ensuring my family was protected. This assurance led to a more peaceful life and I wanted to share the gift of financial freedom with others.
My career journey has included 10 years of experience as a Customer & Technical Support Professional in the ITeS industry and 10 years of entrepreneurial exposure. Proven credentials in customer advocacy and retention by providing sound financial advisory services, building a book of business while building one relationship at a time.
Utilizing an extensive business and consulting background, I have delivered personalized consultations to my clients, educating them on the options for achieving their financial goals.
Service matters, not just the sale. I can help you by:
Conducting a personalized needs analysis by leveraging our award-winning product offerings
Recommending applicable insurance products and strategic additions and changes to your existing policies.
Guiding you in drawing a financial roadmap to achieve your goals confidently.
Supporting through change management, with the ability to solve problems, adapt, and stand strong in the face of adversity.
Ensuring on-time handling of policy renewals, claims processing and documentation.
Having difficulty in managing your portfolio? Looking for high quality and reliable services?
It would be a great pleasure to offer my services at your convenience.
► Connect with me to get the best of the best Life Insurance plans for you and your family.
Specialties: Life Insurance Sales, Financial Advice, Strategy Development, Portfolio Management, Customer
Company Details
- Address
- Chennai, Tamilnadu 600056, In
- Industry
- Insurance
- Website
- https://www.finsolinsurance.com/
- Keywords
- Life Insurance Sales.
- HQ
- Chennai, Tamilnadu
- Competitors
- FinSol.
Finsol Insurance Questions
Finsol Insurance's website is https://www.finsolinsurance.com/
Finsol Insurance's LinkedIn profile is https://in.linkedin.com/company/insurancefinsol
Finsol Insurance's industry is
Insurance
Finsol Insurance's top competitors are
Finsol.
Finsol Insurance's categories are Insurance
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