Financial Advisor
Nexus insurance brokers
مجموع سنوات الخبرة :0 years, 5 أشهر
• Engage with clients to discuss financial plans, address concerns, and provide updated knowledge and expertise on insurance market trends and regulatory changes.
• Meet with clients to understand their objectives, risk, horizons, and then tailor investment plans accordingly.
• Develop new client opportunities through my network and maintain lasting relationships.