Assisted senior planners in engaging with client's discussions of their financial circumstancesWorked with partners to research and select financial products tailored to individual client needsAssisted senior managers in determining appropriate files needed for insurance, superannuation and loan applications.Follow up client meetings by contacting insurance underwriters and government institutionsEducated clients on account services and resolved client inquiries

Delivered professional, prompt and friendly customer service to patronsDiscussed findings of new trends and develop strategies to take advantage of these trends andensure profitabilityCreated reports to present new trend ideas to managersBalanced daily cash intake with receipts

Used critical thinking to break down problems, evaluate solutions and make decisions.Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.Carried out day-day-day duties accurately and efficiently.Resolved conflicts and negotiated mutually beneficial agreements between parties.