
Professional with more than 9 years of experience in the financial market. Passionate about new challenges, extremely flexible and willing to achieve the best for the company, customers and employees. I feel energized and inspired by being able to learn and share professional and personal knowledge.
Life wealth planner helps you grow, preserve and pass your assets on to your loved ones. It is a whole-life insurance plan that enables you to distribute your wealth as you desire or secure the future of your business. During the sales process, this document should be read in conjunction with the relevant product brochure. Also helps claims process.
Define financial objectives goals
Create a strong customer relationship
Develop investment strategies
Teaming is one of my strengths, sharing knowledge and suggesting ideas
Focus on providing the customer excellence service
Rapid and adable learning