Financial Adviser and Life Insurance Agent
MetLife Gulf
Total years of experience :21 years, 8 Months
MetLife, Inc., through its subsidiaries and affiliates, is a leading global provider of insurance, annuities and employee benefit programs. It holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.
Accomplishments:
• Instrumental in providing strategic financial consultancy, bespoke investment solutions, and game-changing insights for resolving challenges.
• Exhibited investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable, and high net-worth client group.
Responsibilities:
• Designing a customized investment plans/ personalized roadmap to help HNW clients meet critical financial goals.
• Assessing clients' financial portfolios. Providing a thorough suite of financial advisory services, and data-driven insights for investment opportunities - maximizing return on investment whilst minimizing risk.
• Soliciting, differentiating, negotiating, and selling insurance plans that match the needs of assigned/ prospective customers’ portfolio.
• Maneuvering investments options and providing strategic analysis and inputs for turnkey financial solutions. Offering advisory at every stage of the investment life cycle: return target, risk tolerance, constraints, and benchmarks.
Accomplishments:
• Providing leadership, financial analysis discipline and business decision support to evaluate long and short-term strategic new business opportunities for high-end companies/clients.
• Shared intelligence, reporting and analysis on business results, identified challenges opportunities and making recommendations for delivering growth. Repeatedly acknowledged/respected by the clients for the same.
Responsibilities:
• Provided expert financial planning counsel that specializes in strategic financial solutions- examined company financial performance to identify opportunities to boost profit.
• Expert in Financial Planning & Analysis (FP&A), collated financial presentations and uncovered critical business insights that impact the day-to-day decisions of the senior management.
• Served as a Trusted Advisor to clients, provided high-quality and forward-looking assurance over complex technical accounting matters, governance, risk management and control framework.
• Sourced/ evaluated capital expansion options, including loans & funding. Aided client organization in maintaining revenue/financial growth, and formulating sound financial strategies that support organizational strategy.
Accomplishments:
• Recognized for generating business, and consistently accomplishing predetermined targets.
• Analysis expert, managed area strategy annual reviews, planned & reported and offered data-driven insights to support optimal financial business decision-making.
• Significantly contributed to formulating the company's future direction- established business growth plans by identifying key clients, critical targets, and priority service lines.
Responsibilities:
• Established complete corporate finance architecture, created a financial blueprint and aided in achieving the company’s robust goals.
• Proffered financial direction, business leadership, and oversight required to deliver excellent results and achieve all organizational goals.
• Annual budget process owner established annual financial budgets, yearly projections plan and quarterly reforecast.
• Produced monthly, yearly financial reports, management accounts packs including P&L and financial statements.
• Enabled the next wave of growth, owned and delivered strategic concepts to facilitate the identification of growth drivers. Instituted winning strategies to propel sales, expand territories and boost market positioning.
• Led strategic brand-building events to expand product portfolio.
• Inspired and led the team to raise their game, trained on new products and services launch and empowered them to deliver superior services that consistently met or exceeded clients’ expectations.
Accomplishments:
• Played a key role in improving the group market position and achieving financial growth. Delivered high-quality management reporting, budgeting, forecasting & analytics with ultimate objective of improving decision-making & provided valuable insight into specific business performance.
• Evolved the Financial Planning, Analysis and Reporting process to aid decision-making and alignment of strategy across the company. Uncovered critical business insights that impact key decisions.
• Served as a value-added business & financial partner, identified business opportunities, negotiated/closed high-value business deals.
Responsibilities:
• Ownership of timely and accurate group financial reporting to make informed business decisions and drive profitability.
• Prepared stand-alone & group consolidated financial statements/ statutory financial reports. Evaluated the historical financial results, people, operating procedures, accounting policies and the internal controls to determine strengths and weaknesses and presented a series of straight-forward recommendations.
• Enforced financial and admin policies and procedures, including receivable and payable, management of expenses, banks reconciliation, employee attendance, payroll, inventories follow up.
• Executed year-end audits, liaised with External Auditors, and facilitated their job with required information and confirmed clean financial audits and implemented any improvement suggestions promptly.
• Secured favorable credit facilities by nurturing enhanced banks borrowing and non-borrowing relationships.
• Developed and managed financial systems/ models (including retail trading, whole sales, and services).
• Headed a dynamic team to deliver innovative and effective financial services and operations, with full accountability for budgeting, accounting, financial planning, and performance.
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