Anna Uzzo
The financial advisor is a central figure at Poste Italiane. Professionalism and competence are two key words that describe a team of experts helping customers to navigate their way through the many savings proposals and offers. In the whole of the Campania region, there are 843. And Anna is one of the financial advisors here at the Central Naples post office.
I was hired in December 2020, at the height of the pandemic. My typical day? I am a consultant. I manage my clients' assets. I try to understand their needs and meet them. In the role of the dynamic financial advisor, we have business goals to achieve and that is also what is exciting about this role. Plenty of motivation is important. You are challenged every day, but the role also offers a lot of satisfaction. You create wonderful relationships with customers. In-service training involves e-learning and classroom sessions.
Not least because the financial world is constantly changing and because the training and product offerings of Poste are constantly evolving. When customers come to you, what are the most common questions? They ask us about our products for postal savings bonds, postal savings books, including online and standard formats for access to offers, online-only offers and also insurance investment products.