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Deutsch
$
USD
Zubeda W
@zubeida_wasai
Financial Solutions Consultant
Kenia
Englisch
Über mich
I am an enthusiastic financial consultant with a background in actuarial science. I am passionate about helping individuals and businesses make informed decisions to secure their financial future. I thrive on building meaningful relationships and deliver tailored strategies. With experience in client engagement, risk assessment, and insurance solutions, I thrive on building meaningful relationships and delivering tailored strategies that truly make a difference.
Kompetenzen
Zubeda W
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
Business-Strategien & -Innovation
I will create a personalized financial plan
Budget & Prognose
I will review business finances and give risk and growth strategy
Portfolio
Arbeitserfahrung
financial consultant
State Farm • Freiberufler
Sep 2023 - Present • 2 yrs 8 mos
📈 Grew a thriving client portfolio from the ground up, consistently expanding my client base through trust-building and personalized financial guidance 🧠 Empowered clients to make informed financial decisions by breaking down complex insurance products, risk assessments, and investment options into clear, actionable advice 🤝 Built long-term client relationships rooted in transparency and results, leading to strong referrals and repeat business 📊 Conducted in-depth financial needs analyses for each client, ensuring their coverage and financial plans aligned with their life goals and risk tolerance 🌍 Served a diverse client base across the world, tailoring solutions to individuals, families, and small business owners
