Financial Advisor
Nexus Insurance Brokers LLC
Total des années d'expérience :12 years, 8 Mois
Leverage strong knowledge of insurance, savings, and investment products to collaborate with corporate and individual clients to identify requirements and recommend a range of international and domestic service providers. Customize and tailor marketplace products to meet client needs for family income protection and general business/individual insurance.
Key Accomplishments:
• Successfully restructure clients’ existing policies or commit them to new plans that suit their current needs.
• Create updated 5+ year financial plans for clients.
Conducted extensive investment research to provide sound financial advice in the setup of investment hubs and businesses in the region. Supported businesses and investors to facilitate financial decision making. Managed global investments and property holdings. Managed assets and conducted regional/global new and existing investment analyses of individually owned businesses.
Key Accomplishments:
• Restructured existing investments and diversified into new ventures to build up a more balanced portfolio.
• Developed internal procedures and controls to ensure operation in compliance with local/international law.
• Reduced administration and setup costs by negotiating lower pricing and fees while still ensuring service improvements and continuation.