Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.