Financial Education AdvisorAs a Financial Education Advisor, my mission is to train individuals by providing them with essential knowledge in three key areas:1. Supplements for the Retreat:- Guide people in planning and strategies to ensure a comfortable and safe retirement.- Offer options and strategies to maximize the available resources and retirement funds.2. Income Protection:- Provide advice on insurance and other forms of protection to… Show more Financial Education AdvisorAs a Financial Education Advisor, my mission is to train individuals by providing them with essential knowledge in three key areas:1. Supplements for the Retreat:- Guide people in planning and strategies to ensure a comfortable and safe retirement.- Offer options and strategies to maximize the available resources and retirement funds.2. Income Protection:- Provide advice on insurance and other forms of protection to ensure financial stability in unexpected situations.- Help customers choose appropriate plans and policies for their specific needs.3. Debt Consolidation:- Offer solutions and strategies to unify and manage debts effectively.- Provide guidance on methods to reduce and settle debts efficiently.Additional Responsibilities:- Customize and adapt the information to the individual needs of customers.- Stay up to date on trends and developments in financial education.- Encourage informed decision-making and financial responsibility.Benefits:- Contribute to the financial well-being and security of individuals.- Professional development opportunities in the field of financial education.- Positive impact on the community by providing essential tools for financial management.This position gives me the opportunity to make a significant difference in people’s lives by providing them with the tools and knowledge necessary to make more informed and secure financial decisions. Show less

Position: Medical Representative• Arranged appointments with doctors, pharmacists and hospital medical teams, which included pre-arranged appointments or regular 'cold' calling. • Made presentations to doctors, practice staff and nurses, hospital doctors, and pharmacists in the retail sector. Presentations took place in medical settings during the day, or were conducted in the evenings at a local hotel or conference venue. • Organized conferences for doctors and other medical… Show more Position: Medical Representative• Arranged appointments with doctors, pharmacists and hospital medical teams, which included pre-arranged appointments or regular 'cold' calling. • Made presentations to doctors, practice staff and nurses, hospital doctors, and pharmacists in the retail sector. Presentations took place in medical settings during the day, or were conducted in the evenings at a local hotel or conference venue. • Organized conferences for doctors and other medical staff. • Built and maintained positive working relationships with medical staff and supporting administrative staff. • Managed budgets (for catering, outside speakers, conferences, hospitality, etc.)• Kept detailed records of all contacts. • Exceeded annual sales targets. • Regularly attended company meetings, technical data presentations, and briefings.• Kept up to date with the latest clinical data supplied by the company, and interpreted, presented, and discussed this data with health professionals during presentations.• Monitored competitor activity and competitors' products. Show less

In charge of selling individual life and disability insurance policies. Responsible for collecting the money from the insurance premiums sold to the insured and / or participants. Essential tasks and responsibilities. Sell life and disability policies on the assigned route. Collect policies pending payment in the assigned area. Record and balance daily sales and premium collections made. Deposit the premiums collected on a daily basis in the bank account provided by the company. Attend meetings… Show more In charge of selling individual life and disability insurance policies. Responsible for collecting the money from the insurance premiums sold to the insured and / or participants. Essential tasks and responsibilities. Sell life and disability policies on the assigned route. Collect policies pending payment in the assigned area. Record and balance daily sales and premium collections made. Deposit the premiums collected on a daily basis in the bank account provided by the company. Attend meetings called by the Manager or Supervisor to report the results of the sale and collection management. Serve as a link and communication channel between the company and the client. Guide and assist clients in filing claims and follow up on their processing. Other tasks related to the position.Encargado de vender pólizas de seguros individuales de vida e incapacidad. Responsable de colectar el dinero de las primas de los seguros vendidos a los asegurados y/o participantes. Tareas y responsabilidades esenciales. Vender pólizas de vida e incapacidad en la ruta asignada. Cobrar las pólizas pendientes de pago en el área asignada. Registrar y cuadra diariamente las ventas y los cobros de primas efectuados. Depositar en una base diaria las primas cobradas en la cuenta bancaria provista por la empresa. Asistir a reuniones convocadas por el Gerente o Supervisor para informar resultados de la gestión de venta y cobro. Servir de enlace y canal de comunicación entre la empresa y el cliente. Orientar y ayudar a los clientes en la radicación de reclamaciones y dar seguimiento al procesamiento de éstas. Otras tareas afines al puesto. Show less