Gaya خوري

Financial Consultant في Metlife

• لبنان - بيروت
• أشغل هذه الوظيفة منذ أكتوبر 2020

Developing financial plans to help clients achieve their long-term and short-term financial goals.
-Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
-Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
-Monitoring financial markets and economic conditions.
-Soliciting new clients through cold calling, emailing, advertising, and seminar hosting.
-Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.

Supplier Database Coordinator في American University Of Beirut

• لبنان
• سبتمبر 2019 إلى ديسمبر 2019