Financial Adviser
Egyptian Life Takaful
Total des années d'expérience :14 years, 11 Mois
Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support. Represent a full line of insurance and financial products, serving as a financial advisor to businesses and individuals.
train and supervise sales support staff and productive work environment.
SPECIALTIES:
• Personal insurance (life).
• Retirement plans (Individual).
• Education plans (Savings Accounts to cover education plans).
• Long-term-care and estate planning.
• Serving customers.
• Giving advice and guidance on product selection to customers.
• Advising customers on their purchases.
• Dealing with any queries or complaints.
• Helping with promotions.
• Getting feedback from customers.
• Making sure sales targets are met.