Senior Financial Advisor
CR & Cie. Schäftlarn, Germany
- Offering spcialized and independent financial advice to international professional clients located in Germany
- Specializing on a wide variety of financial services such as mortgages and finance deals, retirement plans, investment and savings plans, life & serious illness assurance, income protection, health insurance and debt advice.
- I was responsible for devising and implementing long and short term sales strategies while meeting and dealing with clients on a daily basis
- I regularly liaise with product providers to maintain strong relations and seek financial and marketing support which was used internally towards achieving our company targets.
- Forever actively building client relationships and organizing the sales process from the outset to completion in a timely and efficient manner.