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Dedicated financial adviser with a special gift of foreseeing the market trends and suggesting profitable investments. I have always had an innate ability to deduce profitable investment and have always kept my clients' interests before mine. This has made me earn several regular clients who take my advise seriously. I wish to be able to make better decisions for my clients and yield them bigger profits and security for their future.
Work Experience
Needle Investments Corp.
Financial Advisor
(Jun 2014 to Present)
10 Years & 10 Months
• I look after the selling and introduction of different investment plans.
• I specialize in retirement plans and health insurance which are targeted for the senior citizens.
• I am responsible for selling a targeted number of insurance policies while ensuring that all clients are attended properly and not sold any policy that does not suit them.
Trevor Investments
Financial Advisor
(Feb 2011 to May 2014)
3 Years & 3 Months
• I was responsible for discussing the company's insurance and bond investment services with our clients.
• It was my duty to give presentations and make home calls to clients and give them a detailed introduction to the company products.
• I handled a lot of retirement and investment plans for older clients.
Methodist Banking
Financial Advisor
(Apr 2005 to Jan 2011)
5 Years & 9 Months
• I was responsible for looking after the clients and updating them with the latest investment schemes.
• Apart from that I also evaluated various investment plans and presented the options to our customers.
• I handled several consumer accounts but my main job was to offer insurance progrms of the bank and ensure that a certain number of clients bought the insurance plans.
Norton Advisory
Financial Advisor
(Jan 1999 to Mar 2005)
6 Years & 2 Months
• I was responsible for finding the value of investment plans that could be included on the panel of investment clients.
• I also gave presentations for investments to clients. I was a good presenter therefore it was a beneficial set-up and I sold several plans.
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