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概要
Seeking a challenging managerial position in a dynamic organization with an aim to contribute towards organizational success and enhancing ethical and other standards that add to shareholder value.
工作经历
Banca sales consultant
Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
Establishes productive working relationships with clients.
Develops base for long-term sources of clients.
Compiles lists of prospects.
Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
Ascertains clients’ long-term goals.
Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Communicates with adjusters.
Obtains underwriting approval by completing application for coverage.
Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs
ASSITANT ACCOUNTANT
• Preparation of Monthly Accounts
• Generates PSID
• Responsible for making withholding statements
• Responsible for FBR Compliance reply
• Managing the tax related issues
• Double entry
• Experience of analyzing data
• Understanding of book-keeping principles
• Ensuring all month end journals are posted in a timely and accurate way.
