Ajay Hiremath
Keller
Summary
Dedicated professional with expertise in customer service and sales within the financial sector. Skilled in developing tailored insurance plans and presenting material in a comprehensive method. Committed to leveraging strong teamwork and communication skills to enhance client experiences.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
07.2024 - Current
- Assisted customers with inquiries and account management through various communication channels.
- Facilitated resolution of customer issues, ensuring timely follow-up and satisfaction.
- Collaborated with team members to streamline processes for improved customer service efficiency.
- Performed at the top of my role: receiving an E for Excellent Performance Year
- Licensed with SIE, Series 7, 63 and Life, Health and Fixed Annuities
Life Insurance Agent
MassMutual
Dallas, TX
05.2023 - 12.2024
- Developed tailored life insurance plans meeting client needs and financial goals.
- Conducted comprehensive policy reviews ensuring compliance with industry standards.
- Educated clients on product features, benefits, and claims processes to enhance understanding.
- Collaborated with underwriting teams to facilitate prompt policy approvals and adjustments.
Education
Bachelor of Science - Finance
University of Arkansas
Fayetteville, AR05-2023
Skills
- Customer service
- Teamwork and collaboration
- Sales expertise
- Lead prospecting
- Appointment scheduling
- Strong interpersonal skills
Certification
- Series 7 and 63
- SIE
- Life, Health and Fixed Annuity
Timeline
Customer Relationship Advocate
Fidelity Investments
07.2024 - Current
Life Insurance Agent
MassMutual
05.2023 - 12.2024
Bachelor of Science - Finance
University of Arkansas