Aminata Kane
Unitrust Financial Group
Columbus,OH
Work Preference
Work Type
Full TimePart Time
Location Preference
RemoteHybridOn-Site
Location:
Columbus, OH, US
Open to relocation:
Yes
Minimum Desired Compensation
$75000/yr
Important To Me
Work from home optionWork-life balance
4
Years of experience
Client-focused financial services professional with experience in life insurance and debt resolution. Skilled in consultative sales, educating clients on complex financial products, and building trust in high-pressure environments. Proven track record of exceeding performance metrics and connecting clients with tailored solutions. Proficient in CRM software and dedicated to helping clients achieve greater financial security and peace of mind.
Work History
Life Insurance Broker
3 Years 7 Months- Advised clients on life insurance solutions to protect assets and enhance wealth accumulation.
- Exceeded sales goals by providing consultative, client-focused service that fostered long-term relationships.
- Build and manage a diverse client portfolio with strong retention rates.
- Partnered with carriers and underwriting teams to resolve issues quickly and deliver policies efficiently.
- Utilized CRM systems to track leads and manage communications, streamlining follow-up processes.
Certified Debt Specialist Inside Sales
8 Months- Consult with consumers experiencing financial hardship to evaluate unsecured debt and identify appropriate debt-relief solutions.
- Analyze income, expenses, debt obligations, and financial hardship factors to determine program eligibility.
- Educated clients on debt resolution programs, clarifying benefits and processes to empower informed decision-making.
- Guide clients through the enrollment process, ensuring all required documentation is completed accurately and efficiently.
- Built trust and rapport with prospective clients through consultative, empathetic sales approach, fostering long-term client relationships.
- Collaborate with underwriting, client success, and operations teams to ensure a smooth client onboarding experience.
- Maintain compliance with company policies, industry regulations, and consumer protection standards.
- Consistently meet or exceed sales, conversion, and customer service performance metrics.
Education
BA - Political Science
AA - Criminal Procedures
Skills
Sales Strategy
CRM Software proficiency
Performance Metrics
Regulatory adherence
Problem Solving
Attention to Detail
Time Management
Adaptability
Persuasive Communication
Emotional Intelligence
Critical Thinking
Underwriting
Accomplishments
- IAPDA Certified
- OCCAM Certified
Timeline
Certified Debt Specialist Inside Sales
Beyond Finance
12.2025 - 08.2026Read More
Life Insurance Broker
Unitrust Financial Group
02.2023 - CurrentRead More
Columbus State Community College
AA from Criminal Procedures
Read More
Wright State University-Main Campus
BA from Political Science
Read More
LICENSES
- Life & Health Insurance License
Languages
Fluent French