As a Financial Manager, I recruit, hire, coach and mentor Financial Representative, Register Rep, Financial Advisor, and Managers to chart sustainable business in the Financial Industry. Talented Manager with expert team leadership, planning and organizational skills built during a successful career. Smoothly equip employees to independently handle the daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Recruit, hire, coach and mentor Financial Representative, Register Rep, Financial Advisor, and Managers to chart sustainable business in the Financial Industry.
Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
Establishes productive working relationships with clients.
Develops base for long-term sources of clients.
Compiles lists of prospects.
Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
Ascertains clients’ long-term goals.
Develops coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
An independent and self-motivated Manager who had proven and tested negotiation, sales and marketing skills. 7 years of experience in the Financial Industry. Involved in Recruiting, management, Retention of agents, driving production and the training and development of agents. An award-winning and confident manager, able to establish rapport quickly and conduct the training sessions with clarity and enthusiasm. I am also, possesses my Life Health and Accident, SIE, Series 6 & 63 Licenses.