Ellen Raie D.
Helping people is my love language.
- Role
- Licensed Financial Professional at World System Builder
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Ellen Raie D.
Over 11 years of demonstrated success in electronic Discovery and Litigation industry in…
Experience
Licensed Financial Professional
Jul 2022 — Present · CA, US
Marketing & Advertising: Prospect for new leads, track & organize potential clients using all social media and online platforms. Attend city wide networking events and campaigns- Administrative: Manage CRM systems, organize and file client documents and maintain records- Sales & Business Development: Educate new and existing clients regarding policies and procure financial programs based on client needs basis- Customer Service: Asses and strategize financial planning via holistic approach per individual. Communicating financial policy updates and changes. Assist with claims processes- Analyze and Customize Programs: Evaluate clients problems for tailored solutions. Create coverage package for clients suitability.
Education
Skyline College
Certificate of Achievement
2013 — 2014
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