Marcin Twardy

• Provided customized financial services like loans, leasing, insurance, and investment funds to SMEs with turnovers up to 18M PLN.

• Built lasting partnerships by understanding unique client needs and collaborating with intermediaries.

• Organized client meetings to identify growth opportunities and adapt to dynamic market demands.

• Supported individual clients with cash and banking transactions, ensuring seamless service.

• Successfully sold financial products, including accounts, loans, and insurance policies.

• Provided financial advice tailored to client goals, deepening their trust and satisfaction.

• Secured over 100 personal life insurance policies and 50 medical packages, prioritizing client needs.

• Delivered corporate insurance for 30+ companies, covering employee health and asset protection.

• Fostered trust-based client relationships, emphasizing care and tailored solutions.

• Specialized in life insurance for individuals and businesses, with a client-first advisory approach.

• Scheduled and conducted mobile client meetings, ensuring accessibility and convenience.

• Analyzed client needs to deliver customized insurance strategies that aligned with financial goals.