Financial Services Agent
Primerica
Houston, TX
01.2023 - 06.2023
- Provided personalized financial advice and solutions to clients based on their financial goals and needs.
- Analyzed clients’ financial situations and helped them develop strategies for investments, savings, and risk management.
- Offered clients a range of financial products and services, including insurance, retirement plans, and investment options.
- Built relationships with clients through regular communication, follow-ups, and great service.