Janice Grossett-Bennett

Financial Advisor @Virtual Financial

West Palm Beach, FL, US

EMAILS

[email protected]

MOBILE NUMBERS

+15•••••••81

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WORK HISTORY

Sep 2015 — Present

Financial Advisor @Virtual Financial

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Solicit prospects and consultants in a virtual insurance environment, to assist clients the achieve financial freedom in offering products from the best insurers in the business.Do a financial needs analysis to ensure that all vehicles are offered on a need basis & to maximize tax free products. To inform clients of products to ensure that every aspect of investing for their future is covered.

EDUCATION

1974 — 1980

The University of the West Indies

Master of Business Administration (MBA), Business Administration and Management, General

SKILLS

Business Relationship ManagementRetirement PlanningBusiness AnalysisFinancial AccountingInvestmentsLife InsuranceFinanceMicrosoft OfficeSalesCreditTrainingManagementTeam BuildingTax PlanningUnderwritingPublic SpeakingEstate PlanningStrategic PlanningMicrosoft Outlook401(K) Retirement Savings PlansAsset AllocationBankingMutual FundsLeadershipRisk ManagementSales ManagementRetail BankingFinancial AdvisoryCustomer ServiceMortgage LendingInsuranceFinancial ServicesPortfolio ManagementMicrosoft ExcelMortgage ServicingDisability InsuranceMicrosoft Word

ABOUT JANICE GROSSETT-BENNETT

I have over 30 years experience in the financial industry in banking, insurance, mortgage…

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