Kimberly Kyle Lapuz
Marketing Associate at motogarahe.com- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Quezon City, National Capital Region, Philippines, PH
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
motogarahe.com
-
Philippines
-
Technology, Information and Internet
-
1 - 100 Employee
-
Marketing Associate
-
-
Manulife
-
Canada
-
Insurance
-
700 & Above Employee
-
Licensed Financial Consultant
-
Apr 2019 - Present
• Talking to clients to determine their expenses, income, insurance coverage, risk tolerance or other information needed to develop a financial plan.• Answering client questions regarding financial plans and strategies and giving financial advice.• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.• Preparing financial document summaries, investment performance reports and income projections for clients.• Managing and updating client portfolios.• Contacting clients regularly to discover changes in their financial status.
-
-
Community
You need to have a working account to view this content.
Click here to join now