I carry out the work of insurance intermediation, promoting the execution and renewal of Insurance Contracts, meeting monthly with an average of three new portfolios sold. Achievement of VIP clients, identification of client needs under personalized advice, structuring solution plans and maintaining them in the long term. Financial Planning, in Pensions, Investments and Insurance with Savings Build your financial plan, through
realização principalManage to protect several families, and ensure that they have a very good financial planning
Specialist in financial planning, life insurance, professional analysis of needs, in relation to covering the pension gap, guaranteeing the education of children, leveraging future projects. Carrying out face-to-face, virtual and telephone consultancies, through consultative sales to high-income clients, carrying out an analysis of the needs of each client, studying their current situation, analyzing their protection and savings needs and in this way generating a comprehensive plan or
realização principalspecialize in the field of life insurance, manage to protect and have a protection and investment plan for many families