Position: Sales representative
Category: Sales
English level: upper
Years of experience: 1


Dedicated, bilingual, hardworking, and committed to becoming a dependable and
valuable team member. Dedicated to identifying customer needs and delivering
effective solutions to all problems. Excellent time management skills combined
with a superior knowledge of the customer service industry. Able to effectively
self-manage during independent projects, as well as collaborate as part of a
productive team. Adept in all aspects of project management including planning,
budget management, and coordinating all working parts of a project.

Sales representative, OVB Allfinanz , Prague

Financial Planning: Help clients establish and achieve their financial goals
by creating personalized financial plans tailored to their specific needs and
circumstances.

Investment Management: Assist clients in making informed investment decisions
based on their risk tolerance, time horizon, and financial objectives. Provide
recommendations on asset allocation, portfolio diversification, and investment
vehicles to help grow their wealth while managing risk.

Retirement Planning: Help clients plan for a financially secure retirement by
estimating retirement income needs, analyzing existing retirement accounts, and
recommending strategies such as pension plans.

Insurance and Risk Management: Evaluate clients' insurance needs, such as life
insurance, health insurance, and disability insurance, and recommend appropriate
coverage to protect against unforeseen events and mitigate risks.

Regular Reviews and Monitoring: Conduct periodic reviews of clients' financial
plans and investment portfolios to assess progress towards their goals.

Coordinating a new start-up with a growing team that is focused on providing
quality financial services to foreigners in the Czech Republic and beyond.