Michael Fam Email and Phone Number

•Developing financial plans to help clients achieve their long-term and short-term financial goals.•Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.•Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.•Traveling to clients’ homes and places of business to consult with them.•Monitoring financial markets and economic conditions.•Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.•Communicating with accountants, real estate agents, attorneys, and other professionals to verify information.•Researching suitable investment opportunities for clients.

•Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones•Contact potential clients and create rapport by networking, cold calling, using referrals etc•Appraise the wishes and demands of business or individual customers and sell the suitable protection plans•Collect information from clients on their risk profiles in order to offer them the proper solution•Prepare reports to shareholders on the success of your business endeavors•Retain continuous awareness of transactions, sales and terms and keep relative records•Check insurance claims to solidify trust and safeguard reputation•Frequently replenish job-specific knowledge and apply it on the field •Fulfill all company-established policy obligations

•Respond to incoming calls, emails and other message from customers and give them the right answers and directions.•Give accurate direction and support to team leaders to facilitate successful completion of organization’s targets and performance goals.•Carefully identify problems that might arise from operations with the use of ethical procedures and professional judgment.•Make use of proven business techniques in the identification of lapses and loop holes in the organization’s customer service department and recommend better strategies that will yield better results.•Use expertise to build strong healthy relationships with clients, convince them of all benefits of doing business with the organization and create an open and accessible communication route for free flow of information.•Intimate employees with the rules and regulations of the organization in order to enable them work in accordance with acceptable standards as this will affect their level of productivity and performance.•Serve as mediator between customers and clients in cases of disputes which may arise in the course of business transactions and also mediate between employees and employers to ensure that the interests of both parties are dully protected.

•Develop business strategies to raise our customers’ pool, expand store traffic and optimize profitability.•Meet sales goals by training, motivating, mentoring.•Ensure high levels of customers’ satisfaction through excellent service.•Complete store administration and ensure compliance with policies and procedures.•Maintain outstanding store condition and visual merchandising standards.•Report on buying trends, customer needs, profits etc.•Propose innovative ideas to increase market share.•Conduct personnel performance appraisals to assess training needs and build career paths.•Deal with all issues that arise from staff or customers complaints.