Financial Advisor
Nexus Insurance Brokers LLC
Total des années d'expérience :15 years, 6 Mois
Individual Financial Planning
Succession Planning
Child Education Planning
Income Protection
Retirement and Annuity Planning
Investment Portfolio Management
Key Account Management
Streamline Sales Process
Service Marketing
Client Relationship Management
Business Process Re-engineering
Call Centre Management
Escrow Services
Sourcing New to Bank Customer base
Investment Portfolio Management
Financial Planning
Branch Banking Sales
Banking Cross Products Sales
SME Relationship Building
Customer Services
Product Orientation and Distribution
Branch Sales and Service
Corporate Clients Retention and Handling