Asanté Affenzeller
New York,NY
Summary
Dynamic Financial Services Professional with a proven track record at New York Life Insurance Co, excelling in insurance planning and risk management. Adept at enhancing client relationships through excellent communication and tailored financial strategies, driving client satisfaction and repeat business. Committed to delivering comprehensive financial solutions that meet diverse client needs.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life Insurance Co
07.2024 - Current
- Assessed client needs to identify optimal insurance offerings.
- Assisted in the preparation of comprehensive financial plans for clients
- Maintained accurate documentation of client interactions and policy details
- Partnered with staff to refine and improve administrative operations.
- Actively participated in networking events within the community, generating new business leads and increasing overall brand awareness.
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
Real Estate Agent
Corcoran Group
04.2023 - 07.2024
- Facilitated property showings and client meetings to enhance customer engagement.
- Conducted market research to inform pricing strategies and improve property listings.
- Assisted in developing marketing materials to promote listings across various platforms.
- Managed client communications, ensuring timely follow-ups and responses to inquiries.
- Maintained connections with clients to encourage repeat business and referrals.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
Property Manager
Private Individual
03.2020 - 04.2023
- Assisted in managing tenant inquiries and ensuring timely communication.
- Supported property inspections to maintain compliance with safety standards.
- Learned software tools for tracking maintenance requests and coordinating repairs.
- Documented lease agreements and maintained organized tenant files.
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
Education
Bachelor of Science - International Relations And Political Science
Stellenbosch University
Cape Town, South Africa04.2014
Skills
- Know your customer
- Cash flow management
- Sales and marketing
- Insurance planning
- Retirement planning
- Portfolio management
- Investment strategies
- Financial services
- Risk management
- Life insurance
- Excellent communication
- Organizational skills
- Team collaboration
Certification
Life and Health license
SIE
Series 6
Series 63
Timeline
Financial Services Professional
New York Life Insurance Co
07.2024 - Current
Real Estate Agent
Corcoran Group
04.2023 - 07.2024
Property Manager
Private Individual
03.2020 - 04.2023
Bachelor of Science - International Relations And Political Science
Stellenbosch University