Surekha Yardi
About Surekha Yardi
Surekha Yardi is a Financial Representative at Primerica, where she has worked since 2016 in Mississauga. With eight years of experience in the financial sector, she provides financial services and guidance to clients.
Work at Primerica
Surekha Yardi has been employed at Primerica as a Financial Representative since 2016. In this role, she provides financial services and advice to clients, helping them to achieve their financial goals. Her work is based in Mississauga, where she has built a client base over the past eight years. Primerica is known for its focus on financial education and empowerment, and Yardi plays a key role in delivering these services to her clients.
Background
Surekha Yardi has been a Financial Representative for eight years, starting her career at Primerica in 2016. Her tenure in the financial services industry has allowed her to gain significant experience in client relations and financial planning. Based in Mississauga, she has developed a strong understanding of the local market and the specific financial needs of her clients.
Professional Experience
As a Financial Representative at Primerica, Surekha Yardi engages with clients to assess their financial situations and provide tailored solutions. Her responsibilities include educating clients on various financial products and services, as well as assisting them in making informed decisions regarding their financial futures. Her ongoing commitment to client service has contributed to her success in the role.