Ugo Ndukwe
Port Harcourt, Peter Odili
Summary
Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and dedicated to satisfying customers. A highly motivated and detail-oriented Accounting graduate seeking a challenging position in a reputable organisation where i can apply my skills, contribute to organisational growth and further develop professionally.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
6
6
years of post-secondary education
Work History
Life Planner
Enerprise Life
Port Harcourt
03.2024 - 04.2026
- Developed customized life plans tailored to individual client needs.
- Conducted comprehensive risk assessments for client financial situations.
- Collaborated with clients to review and adjust life insurance policies.
- Provided value-added approach to meet customer personal financial needs by analyzing and profiling customers and cross-selling financial products.
Life Planner
Enerprise Life
Port Harcourt
03.2024 - 04.2026
- Developed customized life plans tailored to individual client needs.
- Conducted comprehensive risk assessments for client financial situations.
- Collaborated with clients to review and adjust life insurance policies.
- Provided value-added approach to meet customer personal financial needs by analyzing and profiling customers and cross-selling financial products.
- Provided guidance and support to help clients achieve short-term and long-term goals.
Education
Higher National Diploma - Accounting
Abia State Polytechnic
Aba, Abia State, Nigeria 01.2012 - 12.2017
Skills
- Customer service
- Financial reporting, good communication skills, attention to details and ability to work under pressure
- Leadership
- Team work
Affiliations
- Teamwork
- Dedication
- Time management
- Self improvement
Timeline
Life Planner
Enerprise Life
03.2024 - 04.2026
Life Planner
Enerprise Life
03.2024 - 04.2026
Higher National Diploma - Accounting
Abia State Polytechnic
01.2012 - 12.2017