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Financial Advisor / Sales
Contato
Competências
Demonstrated experience with Lead generation and qualification.
Demonstrated experience with Client calls and meetings.
Demonstrated experience with Lead conversion and closing.
Demonstrated experience with Client relationship management and retention.
Demonstrated experience with Financial products and market advisory.
Formação acadêmica
Idiomas
Resumo
Financial Advisor / Sales open to new opportunities
Experiência
Financial Advisor / Sales
Managed around 100 leads per week from first contact and qualification through follow-up and conversion.. Achieved a 50% lead-to-client conversion rate by understanding client needs and presenting suitable financial solutions.. Met 100% of monthly sales targets consistently.. Handled 10–15 client calls and meetings per day, advising on financial markets, investment opportunities and products.. Explained market trends clearly, answered client questions and built long-term trust.. Maintained regular follow-ups to retain clients and strengthen relationships.
Social Science Teacher
Taught Social Science using varied pedagogical approaches, audiovisual aids and supplementary resources.. Set course objectives and syllabi in line with curriculum guidelines; assessed students and issued progress reports.. Communicated and explained complex texts clearly, both verbally and in writing.