• Learned the financial and sales strategy of the company, resulting in skills to communicate our products to the clients• Developed customer relation management skills by contacting over 250 clients per day and evaluating our customers’ requirements to determine their qualifications towards our products • Attended daily workshops that developed knowledge and growth in Product Management, creating financial plans with clients, understanding life insurance policies and regulations… Show more • Learned the financial and sales strategy of the company, resulting in skills to communicate our products to the clients• Developed customer relation management skills by contacting over 250 clients per day and evaluating our customers’ requirements to determine their qualifications towards our products • Attended daily workshops that developed knowledge and growth in Product Management, creating financial plans with clients, understanding life insurance policies and regulations, customer relations skills, data analysis on clients return on investment, problem solving and critical thinking skills Show less

• Assisted financial advisors with general administrative tasks such as new account paperwork, missing account and beneficiary information, and scheduling.• Office tasks such as answering the phone, filing paperwork and updating client files.• Responding to clients and prospective clients with inquiries for information about products and services.• Logging and tracking customer calls and emails.• Maintaining databases for advisors regarding clients and prospective clients.