Financial Advisor with System Implementation experience
Last active: 10/08/2013
Experienced Financial Solutions Specialist with a Sales background providing clients with the financial planning solutions they need for their investment and savings, business continuity, estate planning, income protection, education, retirement, and emergency needs, with a combined experience in Information Technology focusing on Systems Support, Implementation, Users Training and customer assessment and service, adept in the general office set-up with inventory , monitoring and reconciliation know-how
Extensive knowledge in giving Financial planning services and licensed in selling of both traditional and variable-linked life insurance products.
Excellent communication skills with expertise in conducting group presentation, establishing new and repeat business by establishing client-advisor relationship.
Outstanding organizational, multi-tasking and problem solving skills, accustomed to handling sensitive and confidential records.
Takes action to meet needs of customers & colleagues in a speedy, accurate and reliable manner.
Has the ability to do what needs to be done with minimal supervision and has the ability to accept responsibility in meeting deadlines.