Protection and Wealth Adviser
Skyeline Summit LIA - a General Agency under Pru Life UK
Actively looks out for potential clients and orients them of adequate protection benefits
Profiles customers and identify the potential financial risks
Educates and delivers solution-based recommendations
Coaches people about building funds for education, retirement, medium to long term goals and legacy planning
Conducts financial seminars with the assistance of his/her leader/s
Maintains and builds referral channel and develop strong partnerships
Provides great customer service
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