WEALTH MANAGER - FINANCIAL PLANNING
WEHBE FINANCIAL PLANNING SERVICES
Total years of experience :2 years, 6 Months
Fixing the face to face meetings, Explaining the important of Financial Planning, doing the Need Analysis and recommending the suitable solutions. Promoting Insurance & Investment products (Zurich, Salama, Royal Skandia, Friends Provident, MetlifeAlico etc.), Focus on Customer Service and Reference Sales, maintaining the after sales service review reports.
Developing Sales strategies and setting targets, Monitoring team’s performance and motivating them to reach targets. Monitoring day to day activities of the sales team. Responsible for strictly implementation of the policies and procedures. Timely issuance of the Bancassurance policies. Responsible for the achievement of Bancassurance target with the help of assigned sales team.