
Professional financial advisor with solid foundation in investment strategies, retirement planning, and risk management. Proven expertise in guiding clients towards achieving financial goals through tailored advice and strategic planning. Strong emphasis on team collaboration and adaptability to meet changing client needs. Known for integrity, analytical skills, and client-focused approach.
Customer service
Quality customer service
Sales & marketing
Time Management
Attention to detail
Excellent presentation
Innovative
Greeting customers
Networking
Selling company products and services
Planning & organising
Report writing
1.4-Long Term Insurance Sub Category C
Driver's license: Code 10 C1
1.4-Long Term Insurance Sub Category C
1.22-Long Term Insurance Sub Category B1-A
1.14-Particparory Interest In A Collective Investment Scheme
1.3-Long Term Insurance Sub Category B1
1.20-Long Term Insurance Sub Category B2
1.5-Ratail Pension Benefits