

Client-focused professional with 7 years of counseling experience specializing in needs assessment, relationship management, and advisory services. Skilled in consultative selling, risk assessment, and client retention. Seeking to leverage strong communication and trust-building skills as a Financial Advisor in the insurance industry to drive client satisfaction and revenue growth.
Clients acquisition and Retention
Clients education and awareness
Clients needs assessment
Negotiation and closing skills
Performance tracking
Clients relationship management
Managed and retained 300+ clients through trust-based advisory support.
Conducted client needs assessments and recommended tailored solutions.
Consistently met performance targets and service delivery goals.
Maintained 100% compliance with ethical and confidentiality standards.
Strengthened client engagement through structured follow-ups and relationship management.
Resolved client concerns effectively, improving satisfaction and retention.