Results-driven Financial Consultant with 7+ years of experience in customer service, wealth management, financial planning, customer relationship management, and sales leadership. Certified Investment Advisor and two-time Million Dollar Round Table (MDRT) Contender, consistently recognized for high performance and client retention.
Proven expertise in portfolio advisory, business development, consultative sales, client acquisition, team management, talent recruitment, service recovery, and revenue growth.
PROFESSIONAL BACKGROUND
I bring six years of experience in the insurance industry as a multi-award-winning Financial Consultant and Unit Manager where I developed strong skills in:
• Lead generation & client outreach
• Customer relationship management
• Email and communication management
• Detail-oriented claims processing and insurance workflow management
• End-to-end professional client support
• Recruitment and onboarding sales agents
• Training & Development of new and existing tea-----------mbers
• Branding and Social Media Content Creation
These experiences taught me to be detail-oriented, proactive, trustworthy, and comfortable working with deadlines.
TOOLS
• Google Workspace
• Microsoft Outlook
• Calendly
• Canva
• Social media platforms
