日本と海外をつなぐクラウドソーシング

Sun Life Financial

Bancassurance Sales Officer

2012/02～ 2014/06

Working closely with branch sales and service teams to provide innovative product solutions like insurance, unit-linked investments, etc. Manage the branch bancassurance sales portfolio, promotions and campaigns. Strengthen the long-term relationships with customers by providing excellent customer service. Help clients discover their financial needs and plan their cash flow requirements at present and in the future

Security Bank FWD Group

Financial Solutions Consultant

2015/03～ 2016/06

Always keep abreast of the latest happenings in the markets, prepares to analyze new information provided by the clients, and have the patience to establish a strong relationship with the clients before designing and customizing a financial plan that will best cater to the individual needs and also re-analyze the various portfolios they are in charge of to ensure that we have addressed our clients’ needs before completing any other personal assignments.