As a former Financial Advisor my main role is to sell life Insurance and Investment to Bank Clients and Walk In Clients. I also experience field works and do phone calls / emails to my prospect clients. I have experience using CRM and Microsoft Excel to Monitor my sales , targets and clients information. Multitasking is one of my skills as a Financial Advisor, Doing trainings to my bank partners while looking for Prospects Clients. One on One Presentation to my client and I have also experience to present in a Group. I always do my task with confidence and determination to meet the expectations of my Team and Supervisor.
