Jan
Insurance Virtual Assistant | Master of the Sales Process
Verified
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $3.41/hour ($599.98/month)
Bachelors degree
Last Active
December 13th, 2024 (65 days ago)
Member Since
April 14th, 2024
Profile Description
I am a dedicated professional with a strong track record of ensuring smooth operations and delivering accurate, timely data to inform strategic decisions. In my previous roles, I’ve supported management by providing critical sales and investment insights, while ensuring compliance with local regulations. My experience spans project management, permit handling, and strategic analysis, equipping me with the skills to assess opportunities and mitigate risks effectively. I am eager to leverage these abilities in a paraplanning role, supporting financial advisors with thorough analysis, compliance, and client-focused solutions.
Top Skills
Professional Services » Management Services » Finance Management
Experience: 2 - 5 years
Project Management
Experience: 2 - 5 years
Accounting » Financial Accounting » Financial Planning
Experience: 2 - 5 years
Other Skills
Marketing » Appointment Setting
Experience: 2 - 5 years
Office and Administration » Leadership
Experience: 2 - 5 years
Office and Administration » Client Relationship Management
Experience: 2 - 5 years
Office and Administration » Data Analytics
Experience: 1 - 2 years
Office and Administration » Data analysis
Experience: 2 - 5 years
Office and Administration » Data Management
Experience: 2 - 5 years
Basic Information
- Age
- 29
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Cagayan de Oro City, Misamis Oriental
- Tests Taken
- IQ
- Score: 125
- DISC
- Dominance: 10%
- Influence: 7%
- Steadiness: 47%
- Compliance: 36%
- English
- B2(Upper Intermediate)
- Government ID
- Sign Up with Pro Account to View
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