

- Actively promoting and selling loan and protection products in a fast-paced environment
- Understanding customer needs to recommend the right financial solutions
- Managing the entire sales process, from application to closing


- Organize and maintain files, records, and documents
- Record and process client payments, reconcile accounts
- Follow up on payments, support collection process


- Manage CEO's calendar and daily activities.
- Compose, prepare, and proofread CEO's communications.
- Schedule, coordinate, and prepare for executive meetings.























