Financial Adviser
NEXUS INSURANCE BROKERS LLC
Total years of experience :19 years, 8 Months
Cold calling and generating new leads for the business.
•Assessing market conditions, compiling and analyzing socio-economic data and advising clients on the best investment opportunity.
•Carrying out a basic Confidential Financial Review/Planning process to achieve the right Financial Needs Analyses of each and every individual client.
•Analyses of different quotes from various players in the industry and the ability to make appropriate recommendations.
•Forging relationships with clients by focusing on need-based sales of investments, education and life products.
•Underwriting: Analyzing the risk of each clients and determining the right premiums and Sum Assureds for clients.
•Follow up and ensure claims settlements of clients.
•Strategic planning for the brokerage and providing monthly reports to the Direct Sales Manager.
•Ability to generate own leads and referrals
•Counsel clients on investment opportunities and life plans.
•Analysis and recommendation of Investment funds.
•Assessment and recommendation of Insurance and Investment Funds according to the client’s risk profile.
•Generate potential leads from cold calling.
•Outdoor sales on different products offered by the company.
•Face to face meetings with clients.
•Making sure monthly sales targets are met consistently.
•Preparation and presentation of illustration to clients.
•Demonstration of knowledge on key products across the board.
•Generating a thorough and in depth proposal for clients.
•Analyzing market conditions.
Telemarketing and outdoor marketing of company products
•Field Underwriting
•Customer services/relationship management
•Insurance products presentation and analysis.
•Generating leads to maximize sales through database, cold calls and referrals
•Maintained and managed records of all old and new clients
•Chasing monthly sales targets
•Multi - tasking.
•Collected all premiums on or before effective due dates
•Promoted company’s services and benefits over competitors
•Analyzed and determine the right premiums and sum assured covers for prospective clients
•Innovative
•Forging quality relationships with clients by focusing on need-based sales of investments, education and life products.
•Assisted and advised clients on unresolved issues/claim settlements
2nd Class Upper in Business Administration
courses: Award in Financial Planning (CII – UK) •Insurance Agent Cert. (CII