Financial Advisor
Synergy Financial Advisors
02.2015 - 04.2018
- Conducted cold calling to generate leads.
- Established new client relationships by conducting thorough needs assessments during initial consultation.
- Met with clients to discuss assets,expenses and long term and short term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Worked with clients to support understanding of rationale and details of financial strategies.