Overview
Looking for full-time work (8 hours/day)
at $5.45/hour ($960.01/month)
college vocational course
Last Active
February 10th, 2025 (yesterday)
Member Since
February 12th, 2022
Profile Description
As a Senior Financial Planning Assistant, I play a key role in supporting financial advisers by overseeing a broad spectrum of tasks to ensure seamless service for clients.
My responsibilities include conducting in-depth product research, comparing financial products, obtaining and analyzing insurance quotes.
Additionally, I also help in review packs and SOA prep tasks. Data entry through worksorted or any other CRM is also one of my task.
Through these responsibilities, I have developed a strong understanding of financial products and planning strategies, continually enhancing my expertise.
I am committed to staying adaptable and open to learning, as I strive to meet the evolving needs of both financial advisers and clients, while delivering high-quality support in a fast-paced, dynamic environment.
Top Skills
Other Skills
Basic Information
- Age
- 38
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Medellin, Cebu province
- Tests Taken
- IQ
- Score: 120
- DISC
- Dominance: 41
- Influence: 17
- Steadiness: 30
- Compliance: 13
- English
- B2(Upper Intermediate)
- Government ID
- Sign Up with Pro Account to View
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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