HLLQP licensed professional with over a decade of expertise in client servicing, specializing in Life and Investment product accounts. Proficient in conducting client meetings, completing KYC and Risk Tolerance documentation, and managing account openings. Skilled in preparing quotes, illustrations, and product comparisons, as well as organizing applications and coordinating follow-ups. Experienced in onboarding and training new advisors, leading a team of seven, and enhancing client satisfaction through personalized service.