Motivated Premier Life Planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Dedicated KA professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Financial Planning
Salesforce
Certified Financial Planner
Problem-Solving
Relationship Building
Education funds
Investment Analysis
Needs analysis
Key Account Management
Sales tactics
Client Relationship Building
Teamwork and Collaboration