Jacqueline Raman Email & Phone Number

I have acquired over a decade of working experience as a Financial Advisor with additional experience in Banking & Real Estate. I am passionate about people & customer service, I ensure that all of my administrative tasks are compliant. I am a critical thinker, a problem solver, a decision maker, I am organized & efficient. I believe my skills, work experience, & hunger to succeed makes me an ideal candidate. INSURANCE Personal Lines: Provide fit & proper financial advice in terms of wealth management needs of clients. Effectively source prospective clients, assessing their risk profile & providing long-term financial solutions aligned with the client's objectives & requirements. Client relationship building & retention. Commercial Lines: Growing & Developing the Business Insurance portfolio by prospecting for new clients through networking, cold calling & door-to-door canvasing for new business. Communicate effectively with internal stakeholders & clients. Conduct comprehensive risk evaluations for clients & sell Short-term products aligned to the client's needs.BANKING Developing rewarding relationships with customers by effectively selling & cross selling Banking solutions in order to meet the needs & aspirations of the customer. Providing an exceptional customer service experience.