Senior Financial Consultant
Nexus Insurance Brokers LLC
Total years of experience :21 years, 1 Months
• Consistently achieved if not exceed given target by the company
• Provided both corporate and individual clients with unbiased and unrestricted advice on savings, investment and insurance products that best meet their needs, and secured sale.
• Organized and prepared retirement and insurance seminar presentations to educated prospects.
• Profiled and analyzed each segment of clients and recommended customized financial strategy and reviews.
• Provided high-quality investment guidance to clients based on their needs, goals, and lifestyle.
• Built strong relationship thru existing client referrals, using of social media like LinkedIn, Instagram, Facebook, Dubizzle, emails and databases and personal introductions.
• Ensured that monthly financial targets are achieved for respective product.
• Trained new recruits/new joiners by acting as a mentor/coach.
• Communicated with delinquent customers to help them settle their debts with the bank in the most convenient way possible for both the customer and the bank.
• Worked with the team to achieve the set target amount of collections and helping the bank to lower the quantity of delinquent accounts that will be forwarded to loss.
• Screened the credit worthiness of the prospective client based on the predefined credit policy of the bank and presenting the matter to the department for acceptance.
• Identified and sourced new potential companies for bulk business, also retaining and deepening relationship with existing company's customers as well as HR/ accounts department.
• Presented and closed deals with new prospects companies, high-net worth individuals and head of companies down to mass market segments of customers.
• Provided customer service assistance to existing customer's regarding their monthly internet usage, billing, equipment needs complaints, cancellation and retention, over the phone and through email.
• Inbound Sales. Handled inquiries of potential customers and converted them into successful deals.
• Ensured that monthly set targets are achieved for respective product.
• Managed a team of 20+ agents for different product campaigns for American Clients and for United Kingdom residents.
• Analyzed each Sales Officer's selling strengths and weaknesses to further enhance their customer service and selling skills through continuous monitoring and coaching.
• Planned strategic actions to make the team competent of the Sales Target, Customer Service quality and Work demands.
• Instructed 1st and 2nd Year College Students
• Taught basic programming languages like Visual Basic
• Taught Logic Design and Circuitry and basic MS Office applications
Department of Science and Technology Scholar