Bio
Experience
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Britam Insurance Company (Uganda) Ltd
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Course view towers
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Financial Advisor
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Nov 2013 - Present
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Course view towers
Prospecting for clients for the provision of insurance services.Introduce and sell investments to customers and prospects through preparing and presenting a financial plan to the clients and monitoring their progress towards achieving their goals.Maintain a regular follow-up with clients to maintain a strong customer service.Review investments/strategies/goals with existing clients.Determine specific customer needs and ensure that appropriate market transactions are executed.Develop and maintain contacts for the sales of personal investment products to existing and prospective customers.
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Education
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2008 - 2011Uganda Christian University
Bachelor of Business Administration (BBA), Marketing
Suggested Services
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Industry Focus. “Insurance”
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