Jo Anne Amiri
Santa Monica,CA
Summary
Top performing Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional who is well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.
Dynamic insurance sales leader and financial advisor with a proven track record at Farmers Insurance Company. Excelled in territory development and referral management, enhancing customer bases and revenue with strong interpersonal skills. Achieved significant sales
growth by leveraging insurance sales expertise and streamlining processes. Passionate about fostering long-term client relationships and driving financial success.
Overview
36
36
years of professional experience
Work History
Life Insurance Agent- District Life Specialist
Farmers Insurance Company
03.2023 - Current
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features, and disadvantages of various policies to promote the sale of plans, boosting overall sales %.
- Marketed life insurance products to increase customer bases and revenue.
- Maintained high standards of customer service by building relationships with clients.
Owner
Making Friends With Money
06.2019 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's needs.
- Produced budget tools, educational support, and referrals for clients.
Branch Manager
Premier America Credit Union
06.2017 - 09.2019
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Consulted customers to boost product sales and services.
- Complied with regulatory guidelines and requirements.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Complied with established internal controls and policies.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Financial Representative
Wescom Credit Union
08.1989 - 03.2012
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Met with customers to assess needs, financial status, and eligibility.
- Created and implemented business and marketing plans to drive growth.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Discussed financial options with clients and provided informed suggestions.
- Networked to identify potential new clients and expand geographic territories.
Education
Associate of Arts - Business
Santa Monica College
Santa Monica, CAFinance
Kaplan
OnlineSkills
- Streamlining processes
- Referral management
- Insurance sales strategy
- Strong interpersonal skills
- Territory development
- Insurance sales expertise
Timeline
Life Insurance Agent- District Life Specialist
Farmers Insurance Company
03.2023 - Current
Owner
Making Friends With Money
06.2019 - Current
Branch Manager
Premier America Credit Union
06.2017 - 09.2019
Financial Representative
Wescom Credit Union
08.1989 - 03.2012
Associate of Arts - Business
Santa Monica College
Finance
Kaplan
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