Fluent in Spanish
Recommended investment products and services that were suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences. Executed and negotiated follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to client. Solicited clients actively via telephone, mail, referrals, etc. Maintained proper documentation following preset guidelines established by compliance and management. Complied with all industry rules and regulations.
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