Financial Planning Consultant
Nexus Insurance Brokers LLC
Total years of experience :12 years, 1 Months
- Analyze and identify clients’ needs based on their current financial priorities, regular income and preferred budget.
- Provide and design the best financial planning solution such as insurance, investment, savings plan, educational plan, pension plan, etc. to make sure that clients have emergency funds in the future when the time their needed the most
- Educate clients why financial planning is essential in life and how it can bring quality to their families and dreams
- Analyze and identify clients’ needs based on their current financial priorities, regular income and preferred budget.
- Provide and design the best financial planning solution such as insurance, investment, savings plan, educational plan, pension plan, etc. to make sure that clients have emergency funds in the future when the time their needed the most
- Educate clients why financial planning is essential in life and how it can bring quality to their families and dreams
I've used to call center agents' calls by listening to them and provide afterwards a feedback how to improve their call handling skills and how to provide a better customer service.
I've dealt with customers' inquiries, requests and complaint over the phone regarding their life insurance policies in the company.
I used to teach foreigners English. Mostly, I focused on conversational English. It includes speaking in English effectively, business English, pronunciation, grammar, listening and writing.
