Customer Service Clerk
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Financial Advisor- Marketing Director - World Financial Group
(2015-07)
Provides continuous financial education, strategies, and financial solutions according to client's personal financial needs analysis. Provides product financial solutions for clients' personal financial needs. Continuous learning on investments, insurances and other products for client's unique needs and responsible for B2C/ B2B correspondence.
Utilize sales techniques to close deals. Provides exceptional customer service by addressing inquiries and resolving issues promptly. Administer sales processes efficiently, maintaining accurate records of transactions.
Engage in telemarketing activities to reach potential clients and promote insurance products. Stays up to date on market trends and product offerings to advise client effectively.
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