Senior Financial Advisor
Current* Extensive sales and customer service* Upselling on existing policies* Providing accurate financial advise based on financial structure and information* Adaptable to new surroundings and challenges* Ability to learn fast and understand what I learnt* Ability to assess the needs of the client and act accordingly* Effective communication* Understanding team dynamics and building a relationship* Developing people and motivating them* Great problem solving skills* Good planing, budget and cost control for clients* Honesty and integrity* Highly Analytical* Fine attention to detail* Investigation Skills* Always open to learn new strategies* Putting the client's needs 1st* Putting the company's needs before my own
May 2016 - Present
