Financial Analyst
Current• Utilized NationWide's built-in financial analysis tools to calculate life insurance premiums, cash value accumulation, and payout scenarios; with in-depth financial data analysis, provided detailed suggestions to clients to meet investment and financial goals• Responsible for 10+ comprehensive client analysis reports including historical return rates, future profits, cash flow projections and detailed investment performance conclusions; compared different investment strategies and suggested higher return investment methods which would in average improve clients’ return by 20%