Financal consultant
Bankers Assurance
Total years of experience :7 years, 9 Months
Responsible for helping individuals and companies individuals examine their immediate and long term financial situations to appropriate investments. Primary responsibilities: 1- prospecting. 2- finding communications to offer personalized financial advice. 3- analyze financial situations to determine reward and opportunity. 4- explain to clients the details of financial rewards. 5- determine client's current income, expenses and other information needed to develop the best insurance coverage.