Customer Service Financial Advisor

JEFFREY LIM

Newport Beach, CA ***** 310-***-**** ******@*****.***

Summary

Focused Financial Advisor able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.

Skills

Advising on investments

Managing wealth

Making insurance decisions

Mutual funds understanding

Planning for retirement

Developing financial plans

Customer service

Insurance sales strategy

Experience

Senior Financial Advisor Nov 2021 to May 2022

Cuso Financial Services Orange, CA

Consulted with clients to assess and meet short- and long-term financial goal. Financial Advisor /Insurance Representative Dec 2017 to Jan 2020 Prudential Financial Irvine, CA

Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability. Researched and analyzed beneficial insurance and investment options and made recommendations to clients.

Senior Financial Advisor Jul 1997 to Feb 2016

Ameriprise Financial Irvine, CA

Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability. Advised high net worth customers and insurance department management on financial investment.

Financial Advisor Mar 1997 to Nov 1997

Interfirst Capital Corporation Los Angeles, CA

Evaluated investment materials to develop financial techniques to fulfill customer needs and predict favorable investments.

Education and Training

Business Administration

University Of Southern California Los Angeles, CA General Securites Rep

Series 7

Uniform Securities Agent State Law

Series 63

Uniform Combined State Law

Series 66

Securities Industry Essentials

SIE

Life And Health

California Insurance License 0H06001

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