RES5, CMFAS certifications, Insurance, Hi, M8A, M9A, Wealth Management, Financial Planning, M8, Financial Advisory, M9

Insurance, Compliance, Wealth Management, Financial Planning, Investment

Financial Services, Life Insurance, Customer Service, Valuation, Financial Statements Analysis, Service Leadership, Assess client needs, Wealth Management, wealth accumulation, Financial Planning, Business Development, Financial Modelling, Financial Consultancy

regulatory standards , Networking, market trends, Financial Products, financial strategies, financial needs analyses, Wealth Management, Financial Planning, client advisory, business development

Networking, Recruiting, Negotiation, Time Management, Customer Service, Sourcing, Talent Acquisition, handling sensitive information, Recruitment, Screening, Sales, Headhunting, Advertising, Business Development, Interpersonal Skills