Oct 2008 - Present
- Identify possible customers.
- Make personal statistics of what it has done in a specific period of time.
- Introduce of the company to new possible clients.
- Detect needs of the prospect of client.
- Based on needs make an investment plan for the future client.
- Follow up proposal which has been maden.
- Process of charging new plans of investment.
- Give to my clients the certificate with the details of investment of the instrument.
- Post-sales Services
Feb 2008 - Jun 2008
- Prepare statistics of the amount of new insurance policy and the renewal.
- Make the proposal for possible clients.
- Follow up of the proposals.
- Keep the contact with all the allies around the word, most of the time in English.
- Send the reclaims of the clients to the main company and keep the information from the main company to the final client.
- I started the manual of what and how have to do every new advisor.
Sep 1999 - Mar 2005
Universidad Nueva Esparta