Paulo Milheiro

Experience

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  FNB South Africa

  Nov 1997 - Dec 1999

  Customer Service Consultant

  Able to operate and work on banking software, Build customer relationships, understand basic accounting, attend customer inquires, handle cash related transactions, internal guidelines and procedures to work as frontline staff

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  British Data Management

  Feb 2000 - Nov 2000

  Data Capturer, accounts executive
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  Lateral unison insurance borokers

  Feb 2001 - Aug 2007

  Business & Private insurance agent, Claims administrator, Sales manager

  Interview prospective clients to obtain data about there financial resourses and needs, determine physical condition of the persons property to be insured and discuss any exsisting coverage, sell veriouce types of insurance products within the market place, Strategic Consulting, including business plan & sales strategy development.

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  Ins solutions

  Sept 2007 - now

  Financial Advisor

  Customize insurance programs to suit individual customer needs, Interview prospective clients to obtain data about there financial resourses and needs, determine physical condition of the persons property to be insured and discuss any exsisting coverage, sell veriouce types of insurance products within the market place, perform administrative tasks such as maintaining records and handling policy renewals, claims administrator, survey conductor, risk management of commercial policys