روينا Espiritu, Financial Advisor

روينا Espiritu

Financial Advisor

AXA Life Insurance

البلد
الإمارات العربية المتحدة - دبي
التعليم
بكالوريوس, Information Technology
الخبرات
5 years, 8 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :5 years, 8 أشهر

Financial Advisor في AXA Life Insurance
  • الفلبين - Quezon City
  • مايو 2015 إلى ديسمبر 2020

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.

الخلفية التعليمية

بكالوريوس, Information Technology
  • في Gordon College
  • أبريل 2005

Bachelor of Science in Information Technology

Specialties & Skills

Salesforce.com
Microsoft Office
Term Life Insurance
Health Insurance
Financial Sales
Full Cycle Accounting
Financial Reporting
After Sales Support
Quickbooks
Salesforce
Microsoft Office

اللغات

الانجليزية
متمرّس

التدريب و الشهادات

Variable Life Insurance Agent Course (الشهادة)
تاريخ الدورة:
June 2015
Life Insurance Agent Course (الشهادة)
تاريخ الدورة:
May 2015