Vereo
Independent Financial Services Agent @Php Agency, Inc
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WORK HISTORY
Independent Financial Services Agent @Php Agency, Inc
Chula Vista, CA, US
Built trust and rapport with clients through open communication.• Assisted with onboarding new clients by gathering required documents and preparing account paperwork.• Educated clients on the features and benefits of different financial services products.• Created customized financial plans for clients to meet their individual needs and goals.
EDUCATION
Southwestern Community College District
Computer Science
ABOUT VEREO
Hello, my name is Marla Vereo and I am currently an agent for the PHP Agency (People Helping People) run by @patrickbetdavid, the number one channel on YouTube for entrepreneurs. I am looking for people with a mindset focused on creating wealth within the marketing environment, one of the best paying financial services without the need for previous experience.Let me know if you want more details!+16•••••••97 Have SSN / ITIN (work legally in the USA) Have no felonies, bankruptcies or debts Be over 18 years old
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