Financial Planner
Libano_suisse Tkaful Egypt.
Total years of experience :0 years, 9 Months
•Execute the vision of the company by providing financial planning, insurance and investment services to clients.
•Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan.
•Work with support staff to establish client records and update their files.
•Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances.
•Act as liaison to insurance providers and other financial professionals
•Solicits existing customers, to promote the maintenance services recommended by the company and, where applicable, also promotes other after-sales services, as instructed by management.
•Arranges and confirms appointments.
•Actively participates in managing the customer database. Ensures that the list of calls is updated.
•Consults customer history before making the telephone calls.
•Issues activity reports and keeps a file on telephone follow-up successes.
•Actively participates in developing call scenarios, in order to meet objectives for numbers of
appointments arranged
