FINANCIAL SALES ASSOCIATE

• Marketing and selling of VUL, HMO and Insurance products

• Monitor and identify clients and maintain client base through efficient interactions with clients and analyze any changes in clients’ needs.

• Coordinate with prospects to understand individual client requirements and recommend plans to ensure the achievement of all objectives.

• Develop financial strategies and plans and recommend specific products to clients.

• Evaluate prospect requirements of clients and determine qualified leads through efficient networking and cold calling.

• Develop and maintain relationships with business owners, individuals, corporate executives, and influential personnel with clients.

• Develop strategies to sell financial products like mutual funds, annuities, and insurance.

• Administer and access comprehensive personnel and business product lines.