Financial Consultant
ace life
Total years of experience :15 years, 2 Months
Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans
Maintains sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors.
Establishes and adjusts selling prices by monitoring costs, competition, and supply and demand.
Assembles consumer rating reports by compiling, consolidating, formatting, and summarizing information, graphs, and presentations.
Publishes pricing schedules by verifying freight rates, charges, and allowances.Maintains marketing library by checking and replenishing inventory.
Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries.
Directs visitors by maintaining employee and department directories; giving instructions.
Maintains security by following procedures; monitoring logbook; issuing visitor badges.
Maintains telecommunication system by following manufacturer's instructions for house phone and console operation.
Maintains safe and clean reception area by complying with procedures, rules, and regulations.
Maintains continuity among work teams by documenting and communicating actions, irregularities, and continuing needs.
Contributes to team effort by accomplishing related results as needed.
SALES
Consultant Sales
THE HIGHT INSTITUTE OF SOCIAL WORK. Bachelor, SOCIAL WORK Sep 2003 - May 2008
