Financial Advisor
AXA Life Insurance
Total years of experience :5 years, 8 Months
Analyzed financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
Provided information/education to clients about the purpose and details of financial products, services and strategies to help them accomplish their financial goals.
Build and maintain strong lasting relationships with client base, keep client plans up-to-date with regular contact and review while acquiring new clients on an ongoing basis.
Provided knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.
Daily sales activities such as appointment setting, client meeting and follow up.
Conduct financial analysis to assess clients risk tolerance and investment needs.
Provided sound life insurance and wealth management services to protect client assets and grow the net worth of their respective portfolios.
Collaborating with banks branch account officer providing new business/ potential client.
Bachelor of Science in Information Technology