Finance Sales Person accomplished in outperforming objectives. Talented salesperson and leader practiced at promoting products and services to achieve clients exceed goals. Also skilled at building long-lasting and productive relationships with clients and financial representative.
・Got highest amount of Discretionary Investment contract among colleague.
・Total revenue was top 6% among colleague in 2023.
・Increased total revenue 500% in last quarter compared to first quarter in 202I
2nd class of Financial Planner
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