Nakesha Gibson
St Andrew
Summary
Dynamic Financial Advisor with a proven track record at Chancellor Insurance Agency, excelling in investment advice and relationship building. Mastered client relations and financial advising, achieving long-term customer loyalty through personalized financial plans. Skilled in sales and marketing, consistently expanding client base through strategic risk assessment and management.
Overview
19
19
years of professional experience
Work History
Financial Advisor
Chancellor Insurance Agency
05.2009 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Recruit and trained new recruits to become advisors.
- Developed comprehensive financial plans for clients /Advisors to achieve short-term and long-term goals.
- Host weekly and monthly Unit/Branch meetings.
- Vet applications for correctness as it results to Principals expectations.
- Oversee the field work of advisors in training.
Secretary
Protection and Security Limited / Electro Guard
09.2005 - 05.2007
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained / Prepare daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
- Handling / disbursement of petty cash to Electricians for travelling expenses.
- Debt collections for clients with outstanding service payments and organize the collections of said cheques.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- dispatching of Electricians to carry out service orders
Education
Supervisory Management
University Of The West Indies Open Campus
Jamaica12.2022
CXCs
Kingston Technical High School
Kingston07.2004
Skills
Investment advice
Relationship building and management
Sales expertise
Retirement planning
Debt Collections
Client Relations
Sales and Marketing
Financial Advising
Risk Assessment
Affiliations
- Jamaica Association Of Insurance & Financial Advisors
traveling, Cooking
I like to travel and visit new places and meet new people.
I enjoying cooking and eating and sharing tasty meals with friends and family
Timeline
Financial Advisor
Chancellor Insurance Agency
05.2009 - Current
Secretary
Protection and Security Limited / Electro Guard
09.2005 - 05.2007
Supervisory Management
University Of The West Indies Open Campus
CXCs
Kingston Technical High School
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