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Similo
Financial Advisor
Contato
Competências
Developed tailored financial solutions and managed client portfolios in a compliance-driven environment.
Engaged clients through needs assessment, follow-ups, and maintaining accurate client records.
Prospected, presented, and closed insurance policies, contributing to business growth.
Provided regular updates to management, ensuring clarity and compliance in client interactions.
Proficient in Microsoft Office Suite for documentation, reporting, and data management tasks.
Formação acadêmica
Idiomas
Resumo
Dynamic professional with over 5 years in financial planning, client management, and sales within the insurance sector. Skilled in developing tailored solutions, managing portfolios, and ensuring compliance. Adept at building strong client relationships and contributing to business growth.
Principais conquistas
- Managed client portfolios, identified gaps, and formulated financial solutions within legislative compliance.
- Generated new business by assessing client needs, making presentations, and closing policies effectively.
- Reported regularly to management, ensured documentation accuracy, and maintained client database for operational efficiency.
Experiência
Financial Advisor
Identify potential life, health, wealth and commercial and domestic short term clients, Make appointments or feed leads to telemarketer to make appointments, See clients and gather information / assess client needs to do quotes, Forward information to Admin staff to do quotes, Receive quotes and...