Steven Ruben Lazaro
Financial Advisor at Precise Protect- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Precise Protect
-
United Kingdom
-
Insurance
-
100 - 200 Employee
-
Financial Advisor
-
Jan 2022 - Present
-
-
-
Eunisure Ltd
-
United Kingdom
-
Insurance
-
1 - 100 Employee
-
Financial Advisor
-
Aug 2021 - Dec 2021
Providing insurance solutions to protect what you value. By advising clients on policies that'll help to cover your health, lifestyle and income. Providing insurance solutions to protect what you value. By advising clients on policies that'll help to cover your health, lifestyle and income.
-
-
-
Junomo
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Client Manager
-
Feb 2021 - Jul 2021
Working with the FX industry, my role consisted of providing clients with a tailored and hybrid solution to their business banking needs. Through the use of virtual Ibans I was able to offer clients the ability to have accounts both domestically and locally in Europe and the US in their own name. Daily activities included; - Converting calls and leads into qualified appointments and closed deals. - Rigorously prospect for new business and following up with leads in your pipeline on a daily basis from various lead sources. - Building rapport with sellers, listening & solving problems, overcoming objections - Outbound calling, taking inbound calls, email marketing, cold calling - Mastering scripts that’ll be used for lead generation to deliver the team value
-
-
Education
-
Canterbury Christ Church University
Bachelor's degree, Accounting and Finance -
Jo Richardson Community School