Arnold Kaziboni

• Assisted sales teams with financial expertise during presentations, leading to increased conversions from prospective clients to customers.
• Developed comprehensive training materials,training programs paving the way for smooth on-boarding of new team members.
• Enhanced performance by identifying and addressing customer needs through thorough market research.
• Improved payment software for workflow improvements.

• Analyzed financial circumstances.
• Provided essential financial advice and personal financial management
• Conduct a full financial analysis with clients, determining their financial needs, and offering the best available solution to their debt situation.
• Providing solutions and advice to financial problems.
• Obtaining clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, and answering questions.
• Developing financial strategies by guiding clients to establish financial goals, matching goals to situation with appropriate financial plans.
• Assisting and advising on how to better manage monthly budgets.

Obtaining clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, and answering questions

Monitoring clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, and recommending changes in goals and plans.

Providing financial management information by preparing financial status analyses and reports.

Utilizing telephony and CRM systems.

Immediate call to action on new leads with MIP systems.

Draw credit reports and lead management.