by identifying their financial needs, providing sound financial advice, recommending, and implementing
Excel is a must People Skills: Decision making and sound judgement skills Negotiation skills Presentation
Excel is a must People Skills: Decision making and sound judgement skills Negotiation skills Presentation
Microsoft Office (intermediate) Specifically, very sound on Excel and Computations Organizational skills written communication skills Decision making and sound judgment Presentation skills and ability to engage
Microsoft Office (intermediate) Specifically, very sound on Excel and Computations Organizational skills written communication skills Decision making and sound judgment Presentation skills and ability to engage
through building strong client relationships Offering sound professional advice that delivers financial solutions
customers. Prospects for new customers. Maintaining a sound and professional relationship/image with clients
customers. Prospects for new customers Maintaining a sound and professional relationship/image with clients
through building strong client relationships Offering sound professional advice that delivers financial solutions
customers. Prospects for new customers. Maintaining a sound and professional relationship/image with clients