Assistant Unit Manager, Premier Financial Coach
CurrentBranch Level AwardsMay 2024 - Top Rookie of the MonthMay 2024 - Top Agent of the MonthMay 2024 - Achievers ClubOctober 2024 - Top Agent in Protection CoverageCompany Level AwardsJuly 2024 Rookie HighFlyers Club May 2024 Qualifying Member - Sectoral 2024June 2024 Qualifying Member - National Achiever 2024September 2024 Qualifying Member - Senior Achiever 2024Responsibilities:1. Schedule and conduct meetings with potential clients to discuss financial wellness and assess their needs.2. Work closely with clients to develop personalized financial plans that align with their goals and aspirations.3. Provide regular updates to clients on their policies, progress, and strategies to ensure they stay on track toward achieving their financial objectives.