Financial Service Representative
CurrentProactively support customers by answering questions about financial products and services. Strong administrative and organizational skills.Researches and evaluates data in order to suggest financial opportunities for positive outcomes.Insight in the register and non-register investments.Mutual Fund license.Advise customers about investment opportunities and strategies.Generate sales and investing opportunities.Insight in Mortgage plans and debt consolidations.Achieve weekly sales and goals.Build sustainable relationships of trust through open and interactive communication.Take the extra mile to provide an amazing customer experience.Quarter Achiever nominee.