Andrew Gonzales
Toronto,ON
Summary
Dynamic Financial Advisor with Axa Insurance, skilled in investment advice and relationship management. Successfully built trust with clients, leading to long-term partnerships and enhanced portfolio performance. Leveraged analytical thinking to provide tailored recommendations, driving significant client satisfaction and loyalty. Proven sales expertise in establishing new client relationships through comprehensive needs assessments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Axa Insurance
03.2019 - 09.2022
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor of Science - Business Administration
THE LEWIS COLLEGE
SORSOGON CITY PHILIPPINES03-2012
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Accomplishments
- Achieved SALES by completing SALES TRAINING with accuracy and efficiency.
Languages
English
Native or Bilingual
Certification
- Certified HEALTH SPECIALIST, AXA PHILIPPINES - 2020
FSA OF THE MONTH
TOP SELLER FOR THREE CONSECUTIVE MONTHS FROM JULY-SEPTEMBER 2019 FOR FSA LEVEL
Timeline
Financial Advisor
Axa Insurance
03.2019 - 09.2022
Bachelor of Science - Business Administration
THE LEWIS COLLEGE
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