Risk Advisor


Last Updated: 9th July 2020 (over 2 years ago)

Address
United Kingdom

E-mail
Locked

Gender
Male

Age Range
25 to 34

Qualification Level
Other Post Graduate

Languages
Afrikaan, English

Summary

Contribute to the companies overall profitability by client engagement. Source new clients as well as manage existing clients. Analyze clients insurance needs and match products. Retain existing clients and provide yearly reviews of their products.

Experience

Citadel Investment Services
Risk Advisor

   Jan 2018
— Current

Contributing to the companies overall profitability by managing and attracting new business to the company. This entails finding new business through networking and referrals. It also entails managing existing clients. One also needs to maintain compliance throughout the onboarding of new clients. Utilizing a built in CRM system.

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