Sales coach specializing in optimizing team workflows and deepening client relationships within the insurance, banking, and customer service industries. Over 8 years of professional experience, including 2 year as a Team Lead in insurance. Excels in managing high-net-worth client relationships and implementing customized wealth management strategies. Expertise in financial planning, investment advisory, and delivering personalized financial solutions that foster long-term client loyalty. Collaborative team player with a results-driven mindset, adapts to evolving client needs and market conditions while maintaining unwavering client trust through effective communication.
Insurance planning
Financial planning
Client retention