Joseph Ho
Financial Adviser
Hire this person
Send a job offer directly to this candidate
About
Over a decade of experience as a Financial Services Manager bringing forth valuable industry experience and a passion for management. Results-oriented with a proven track record in the company, achieving Million Dollar
Round Table (MDRT) status.
Dedicated Customer Service to provide quality care for customer satisfaction. Proven ability to establish and maintain excellent communication and relationships with clients.
Excellent time management skills combined with superior knowledge of the insurance industry.
Experience
Responsible for hiring and providing training for organization and agency Financial Consultants to optimize potential and improve retention of candidates.
Conduct monthly meetings and coaching for financial consultants updating on the latest information and monitoring KPI.
Track and evaluate KPIs or progress and follow up closely for areas of concern.
Education
Diploma in Electronics, Computer & Communications Engineering
