Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Ansh Patel

Tampa

Summary

Finance student and licensed insurance professional pursuing Wealth Management Trainee or Associate Advisor position. Expertise in client education, solution-based selling, and relationship management. Proven experience in financial products and retirement planning, fostering high-trust client interactions. Committed to professional growth within a firm that provides mentorship and career development opportunities.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Final Expense Insurance Agent

Enhance Companies
Tampa
02.2025 - Current
  • Conduct client assessments to determine coverage needs and affordability
  • Present life insurance and retirement-related protection plans
  • Build long-term client relationships and educate prospects on policy benefits and legacy planning
  • Utilize CRM and follow-up systems to manage active and prospective cases
  • Educated clients on risk management and insurance options available.

Solar Sales Manager

Helios Solar AT
West Melbourne
05.2023 - 12.2024
  • Explained financing structures, ROI, incentives, and long-term value to clients
  • Demonstrated strong closing and communication skills with homeowners
  • Developed sales strategies to enhance customer engagement and retention.
  • Analyzed market trends to identify growth opportunities for the company.
  • Assisted senior management in developing long-term strategic goals for the company's growth.

Digital Marketing Sales Representative

Prospect Lion
Melbourne
01.2022 - 01.2023
  • Advised solar business owners on advertising strategy and lead generation services.
  • Educated clients on digital returns, branding, and client acquisition.
  • Built B2B relationships and managed full-cycle sales independently
  • Analyzed customer feedback to improve products and services.
  • Identified opportunities for cross-selling additional products and services.

Education

Finance Major -

Eastern Florida State College
Tampa, FL

Skills

  • Client relationship management
  • Financial analysis
  • Retirement planning
  • CRM expertise
  • Sales oversight
  • Insurance and annuity knowledge
  • Presentation skills
  • Lead conversion
  • Task organization
  • Microsoft Office proficiency
  • Virtual meeting facilitation
  • Basic financial planning
  • Active listening
  • Conflict resolution
  • Sales expertise
  • Client education techniques
  • Negotiation skills
  • Team collaboration
  • Problem-solving abilities
  • Professional communication
  • Networking strategies

Certification

  • 2-14 Life, Health & Annuities License, Florida
  • Series 65/66, Pursuing, open to sponsorship

Languages

Gujarati
Native/ Bilingual
English
Native/ Bilingual

Timeline

Final Expense Insurance Agent

Enhance Companies
02.2025 - Current

Solar Sales Manager

Helios Solar AT
05.2023 - 12.2024

Digital Marketing Sales Representative

Prospect Lion
01.2022 - 01.2023

Finance Major -

Eastern Florida State College

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