Financial Planner
Current• Conducted detailed interviews with clients to understand their insurance needs and financial goals.• Advised clients on suitable insurance products, such as life, health, disability, and property insurance based on their needs.• Presented and explained insurance policy options to clients, assisted them in selecting appropriate coverage, and facilitated the application process.• Provided exceptional customer service by answering client’s inquiries, resolving issues, and ensuring a positive client experience.• Built and maintained strong relationships with clients through regular communication and follow-up to ensure ongoing satisfaction and retention.