Isaac Inwang
@isaacinwang
Results-oriented financial advisor with expertise in customer relationship management.
What I'm looking for
I am a results-oriented professional with over six years of experience in the financial services sector, specializing in customer relationship management, compliance, and customer service. My proven ability to resolve customer inquiries effectively and deliver tailored solutions has consistently led to high-impact results. I am skilled in data analysis, conflict resolution, and remote work, equipped with a reliable setup for efficient operations. My commitment is to leverage my expertise to enhance customer satisfaction and contribute meaningfully to a dynamic, customer-focused team.
In my role as a Senior Financial Advisor at Prudential Zenith Life, I fostered strong customer relationships through various communication channels, ensuring first-contact resolution and enhancing customer satisfaction. I conducted compliance checks to adhere to financial regulations and AML policies while providing tailored financial advice that cultivated trust and client loyalty. Additionally, I mentored junior advisors, improving team proficiency in customer engagement and maintaining detailed records for efficient follow-ups and compliance.
As a Freelance Email Campaign Manager, I crafted compelling, audience-specific email content to drive engagement and conversions. My collaboration with cross-functional teams ensured the implementation of effective campaigns, including newsletters and promotional offers. I also conducted audience research to personalize communications for higher engagement while ensuring compliance with legal standards in email marketing practices.
Experience
Work history, roles, and key accomplishments
Email Campaign Manager
Wellness Practitioners Alliance
Jul 2023 - Present (2 years)
Crafted compelling, audience-specific email content to drive engagement and conversions. Collaborated with cross-functional teams to implement effective campaigns, including newsletters and promotional offers.
Senior Financial Advisor
Prudential Zenith Life– Bancassurance
Aug 2018 - Present (6 years 11 months)
Fostered strong customer relationships through in-person, phone, and email interactions. Conducted compliance checks, ensuring adherence to financial regulations and AML policies, and provided tailored financial advice, cultivating trust and client loyalty.
Finance/Admin Assistant
Federal Roads Maintenance Agency
Mar 2017 - Present (8 years 4 months)
Managed financial inquiries from customers, providing accurate documentation and timely resolution. Assisted with payroll processing and coordinated financial transactions to ensure operational efficiency.
Education
Degrees, certifications, and relevant coursework
University of Port Harcourt
Bachelor of Science, Economics
Studied Economics at the University of Port Harcourt, gaining a comprehensive understanding of economic principles and their applications. Developed strong analytical and problem-solving skills relevant to financial services.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Website
flexhire.com/isaac-iPortfolio
flexhire.com/isaac-iSocial media
Job categories
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