Overall
Promotion
Salary
Work/life balance
Culture
Leadership
Have been uplifting myself with few cases.
Deliver requirements by understanding clients needs. Practicing client centricity. Enhance lifetime clients centricity with professional financial wellness, Their communities and their business.
Pros: Want to do something different and also need promotion
Cons: Need challenge what am doing is not challenging.
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Very informative training
Working s a financial adviser for metropolitan have enable me to be more analytical when i speak to people because they are not the same. I have also lean't self confidence and interpersonal skills.
Pros: Incentives
Cons: make a one sale everyday
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€¢ Personality traits of service personnel
• Personality traits of service personnel • Exceptional service rendering • Courtesies in customer contact situations • Rendering face-to-face services • Writing skills in rendering services • Developing the service strategy • Managing the service division • Empowering the service employees • Measuring service effectiveness • Training service personnel
Pros: GROWTH
Cons: GROWTH
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Growth
Working with people is my passion....the thing that motivates me to go to work..is problem solving...knowing I'm going to help people know and understand their financial wellness I love it....I love solving problems.....working with puzzles team work is gone best...learning to solve problems in groups and dispersing them individually.....the best
Pros: Promoted 3 months back
Cons: Learning new things
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Specialist in an IT field
The time i was working as a financial advisor was lots of fun. I worked as a financial adviser just to keep time going. I had to deal with lots of people meet different types of personalities. It was great to meet other people and make some money for the company. A typical work day would be from 8:30 to 5 and you would have you full day of service. I learned that you have to be a very good seller and a good people's person. Always be on your guard. My colleagues and I always worked together we understand that we all have to make a sale and we all have to help each other. What was most challenging is when you have to deal with a difficult client. But you learn to master them.
Pros: Enjoy working with people
Cons: Hard work
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GOING FOR WORKSHOPS AND DIFFERENT TRAINING
HECTIC WORK AS A CLIENT CONSULTANT FROM 08:00 IN THE MORNING TILL 16:30,THEN I KNOCK OFF THEN I GO TO MY CLIENTS AS A FINANCIAL ADVISER. I DO WHAT I GET PAID FOR,ITS WAS HARD TO BALANCE ALL THAT BUT NOW I COULD EVEN DO IT IN MY SLEEP,ITS CHALLENGING AND DEMANDING BUT I ENJOY WORKING WITH DIFFERENT PEOPLE EVERY DAY,YOU GET TO KNOW ALL KINDS OF PEOPLE,INSURANCE IS NO CHILDS PLAY DEALING WITH PEOPLES MONEY IS HARD,BUT YOU LEARN HOW TO HANDLE PRESSURE
Pros: WORKING HARD IS THE ONLY KEY
Cons: WORK ON YOUR OWN PACE
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Closing new business relationships through a consultative, B2B solution sales approach.
Oversee business development function Manage the implementation of strategy Financial and budget management Reporting and analysis To develop and implement a regional business plan for the Intermediary portfolio (sales volumes, investment; life and EB education and training, marketing and client services – administration) To train and develop the Intermediary’s and Intermediary’s support staff To support investment and risk projects and campaigns (marketing support) To participate in investment and risk product implementation (presentations, product
Pros: great personal growth
Cons: no support
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Extensive Customer experience
Typical work day was to advise and create financial needs to the clients and help them to reach informed decisions, I had a family love oriented co- workers we helped each other when it's needed and through that it has taught me on how to handle situations and people differently, listening skill mostly not to over judge people situations of life. I enjoy helping people and try by all means necessary to put a smile on their face to make them feel comfortable and restore their confidence. My job is challenging because every day in every minute you deal with a different person having different ideas,issues or problems that requires me to listen carefully and do needs anylisys to reach beneficial conclusion to their statement. You become a superhero to everyone in their eyes .
Pros: Opportunity to learn different diversities and cultures
Cons: Long working hours
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HONEST HARDWORKING AND A TEAM PLAYER
I enjoy my work and very passionate about it. It's very exciting waking and looking forward to the day. I travel a lot, meeting new people everyday studying their behaviors, creating a good relationship with my clients and providing financial solutions to them. I have a good relationship with my co workers they are the ones they know me because i always spend my time with them when at work. And even if there is something wrong with me they are the ones that first notices. I have learnt on how to sell company's products and meet the company's standards and values. I have learnt on how to provide Financial Solutions to my clients on a daily basis. The most challenging part is when you travel far using money and then you don't get not a single client, sometimes u have made an appointment with a client and they cancel at the last meeting. but then you don't have to show to the client that you are disappointed you have to be calm and polite.
Pros: Yes i would love to get a promotion one day, even if it's not with the current company, because i am a very hardworking and dedicated person.
Cons: Sometimes I do work long hours including weekends of which I am not complaining, because I have to meet my target and also I love my job.
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Excellent Learning Curve
I service existing clients and new clients and ensure that i give the the best service.I love working in a team and i can work well under pressure without any supervision.I am a go-getter and a sales driven ambitious lady.Working in the insurance industry has taught me to be a loving person and friendly and deliver my outmost service to my clients.It has taught me work under pressure and meet targets and deadlines.I enjoy most giving the best service to my clients and seeing them being happy also working closely with my colleague as i work in a team.The most challenging aspect of my job is making sure i meet my target of the week and submit what is required of me.
Pros: Travelling and meeting new people
Cons: Meeting Target
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