Looking for Full-Time work (8 hours/day) at $5/hour
Bachelor's Degree
English proficiency Fluent
"Great things aren't built alone"
But if you don't have to wait for the winds to change. I'll be your trusted ally in growing your business to new heights.
Hi, I’m Kevin your reliable and proactive General Virtual Assistant. I excel at bringing order, efficiency, and a touch of creativity to the daily operations of business owners and professionals.
• Meeting with clients to understand their financial goals, risk tolerance, and investment preferences.
• Developing personalized financial plans tailored to clients' needs, which may include retirement planning, wealth management, and insurance coverage.
• Advising clients on suitable investment strategies and products offered by the company.
• Follow up with clients regularly to ensure satisfaction and provide ongoing service. Address questions, concerns, and claims related inquiries.
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