Assistant Manager / Trainee Manager 200

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
• Assess customers’ needs and provide assistance and information on product features.
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools.
• Ensure high levels of customer satisfaction through excellent sales service.
• Remain knowledgeable on products offered and discuss available options.
• Follow and achieve sales goals on a monthly, quarterly and yearly basis.
• “Go the extra mile” to drive sales.

• Communication
• Interpersonal skills
• Presentation skills
• Management