Anthony Wachira

• Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
• Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
• Analyzed customers' financial situations to recommend appropriate life insurance policies.
• Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
• Increased sales of life insurance products through tactical customer outreach.

Medicare Sales in a remote setting

• Responded to customer calls swiftly to resolve issues and answer questions. Making sales with a high close rate.

Offering coverage that matches the client's needs.

• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Cross-sold insurance products to existing clients to reach sales targets.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.

• Promote and offer aftermarket products to all clients (extended warranty, gap insurance, tire and wheel protection) to protect their investment
• Review paperwork (loan details and aftermarket product selections) with customers
• Provide excellent customer service by providing prompt, informed, professional and accurate service and support
• Troubleshoot and resolve customer concerns in a timely, friendly and accurate manner
• Consistently meet department sales, service and quality standards that promote customer satisfaction and company growth
• Ensure appropriate records are maintained and required reports are prepared
• Aggressively compete for the top Finance and sales spot

• Responsible for over of $130 Million in loan closings per year as a team with an annual personal production of $13 Million per year
• Analyzing applicants' financial status, credit and property evaluations to determine feasibility of granting loans
• Process loan applications while communicating with various departments to ensure all closing requirements were met
• Worked with underwriters to fix application problems and resolve issues.
• Assisted clients in understanding the mortgage process, addressing concerns, and making informed decisions.
• Conducted thorough analyses of applicants'' financial status, credit, and property evaluations to determine loan feasibility.

• Originated residential mortgage loans by identifying each client's needs
• Developed referrals through personal networking, telemarketing and leads provided by the company
• Follow up and follow through with clients from application process through the loan funding
• Streamlined communication between processing teams and external partners such as appraisers or title companies which resulted in efficient transaction coordination.
• Developed strong relationships with clients, realtors, and financial institutions to generate new business opportunities.
• Managed pipeline efficiently to meet strict deadlines for loan applications, underwriting, and funding.

• Analyzed credit information and prepared plans best suited to individual clients' requirements
• Simplified complex information to clients to make them aware of their options and help them assess the relative merits of different plans
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Collaborated with team members to streamline processes and improve overall client experience.