Additional Comments
She excels in onboarding and mentorship, people management and change management. Developed new systems for improved workflow, increasing productivity and client satisfaction. She loves assisting weaker team members to achieve their goals and skills & using the systems to their full potential. She also supports and trains the VIP team, prepares them for meetings with High Net Worth clientele, ensures they know the products. She has also been proudly teaching at the Insurance Institute of CA.
