Financial Planning and Analysis

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Address the immediate needs of members and clients
• Provide solutions related to investments, financing and protection
• Ensure member/client satisfaction and service quality
• Provide significant business development support
• Prepare proposals for routine transactions
• Support the sale of products and services based on clients' needs
• Tailor approach according to clients’ needs
• Handle client requests and recommend appropriate solutions
• Assist colleagues with managing calendars and emails

Financial Services Agent, Clientele

Financial Services Agent, Clientele