Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative

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Your experience & review for: Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative
Quality
 
Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative ...
... offers a professional service.
 
... enables set goals to be achieved.
 
... provides custom-tailored solutions.
 
... gets optimal results from a given situation.
 
... finds creative solutions.
 
Overall, I am happy with the results.
 
The results fulfil all requirements.
 
The services provided have resulted in long-term positive outcomes.
 
I would use the services of Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative again.
 
Value
 
Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative ...
... provides helpful information and action recommendations.
 
...ensures better performance for the same or lower expenditures.
 
... enables me to cut costs without compromising performance.
 
... facilitates the removal of inappropriate financial products.
 
... fulfils services within the expected time period.
 
... is reliable in keeping to pre-arranged appointments.
 
... ensures that project discussions remain confidential.
 
... provides personalised support and constructive cooperation.
 
... protects customer interests from third parties.
 
... provides services above and beyond what is expected.
 
Services
 
Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative ...
... offers a comprehensive service.
 
... offers up-to-date solutions.
 
... is competent and experienced.
 
... takes all relevant conditions (e.g. legal requirements, standards) into account.
 
... is dedicated and focused.
 
... is reliable, reputable and friendly.
 
... acts appreciative and attentive.
 
... encourages me not to postpone making important decisions.
 
... operates independently.
 
... assists with correspondence to third parties.
 
... provides clear documentation.
 
Implementation
 
Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative ...
... assesses all client requirements and clarifies any contradictions.
 
... comprehensively analyses the financial starting situation and possible actions.
 
... recognises, deals with, and informs me of potential problems.
 
... provides time for consideration and freedom to choose between alternative options.
 
... ensures efficient use of available time and means.
 
... conducts consultations in a clear and structured manner.
 
... attends to requests with the utmost diligence.
 
... monitors client satisfaction during the process.
 
... is available for consultations and enquiries.
 
... is flexible to possible changes.
 
Consulting
 
Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative ...
... understands the client's concerns and expectations.
 
... responds to individual requests and needs.
 
... raises awareness of new perspectives and aspects.
 
... evaluates the course of development realistically (e.g. chances & risks).
 
... makes statements that are supported by verifiable information sources.
 
... is open and clear in terms of communication.
 
... provides clear and verifiable explanations.
 
... can clearly explain complex information.
 
... bases recommendations on helpful facts.
 
Customer service
 
Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative ...
...responds to queries promptly.
 
... remains approachable after the service has been completed.
 
... also offer appointments outside of normal business hours.
 
Business hours are convenient.
 
Waiting times for appointments are reasonable.
 
Business premises are suitable.
 
Furnishings are suitable.
 
The location is easily accessed via public transport.
 
There are sufficient parking facilities available.
 
Business premises and the entrance are barrier-free.
 
What do you think of the price to performance ratio?
 
Would you recommend Suneel Jaitly, Bankers Life Agent and Bankers Life Securities Financial Representative?
Your personal experience
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