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I'm very enthusiast when talk about personal finance, likes cash flow management, emergency fund, risk management (insurance), and investment portfolio management. Personal finance is an important aspect that sometimes people tend to underestimate and think lightly. Every person has to manage their resources, so that they will achieve their life goals so I am here to help and educate people how to manage their resources.
Rekadana
September 2020 - Sekarang (4 tahun)
1. Help client to find their financial goal (free of debt, risk management, or wealth accumulation). 2. Help client to plan their financial to achieve their goal (debt, risk, investment, tax, estate). 3. Give solution to the client's financial problem. 4. Evaluate client's financial plans which are ongoing. 5. Partners with other financial experts (insurance, investment, tax, law). 6. Write Financial Content. 7. Be a facilitator in a finance class. 8. Collaboration with community or company to increase public financial literacy. 9. Finding training needs and make material presentation.
FWD Insurance
Oktober 2014 - Sekarang (10 tahun)
1. Manage Team 2. Manage Team Performance 3. Recruit New Agent 4. Recruit New Staff 5. Develop team 6. Digital Marketing 7. Financial Planning to Our Customer 8. Selling Presentation 9. Business Path Presentation 10. Self Branding
Finance Management
Oktober 2010 - Oktober 2011 (setahun)
Marketing
Oktober 2006 - Oktober 2009 (3 tahun)
Tambahkan keterampilan (skill) kamu dari daftar keterampilan yang baru
Ya
Maaf, profil pemilik belum mengisi bagian ini.
Maaf, profil pemilik belum mengisi bagian ini.