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Si Jian (Calvin) Chen

Si Jian (Calvin) Chen

Personal Financial Consultant

Primerica

Toronto, Canada Area, ca

An ambitious, enthusiastic and talented individual with a keen eye for detail and a flair for accounts. Calvin is competent in the use of Microsoft Excel, willing to undertake further training and development and possess a real desire to launch his accounting career. He is capable of working within a fast paced & challenging ...

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Primerica

Personal Financial Consultant

• Build and maintain client bases.
• Keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Build client relationships based on strategies meeting clients’ financial goals.
• Market and promote company’s financial services and products as per policy and procedures.
• Prepare and deliver presentations to potential clients.
• Create reports of client productivity for the higher management.