Ayodele Oshuntolu
Financial Services Professional
Edison,NJ
Summary
Licensed Insurance Agent. Professional financial services expert with comprehensive experience in managing client portfolios and providing strategic financial guidance. Known for collaborative approach and results-driven mindset, ensuring reliability and adaptability in dynamic environments. Skilled in investment analysis, financial planning, and fostering client relationships.
Overview
7
7
years of post-secondary education
2
2
years of professional experience
Work History
Financial Services Professional
Globe American Income Life Division
San Diego, (HQ) , CA
06.2026 - Current
Analyzed client financial need to provide tailored Insurance solutions.
Developed comprehensive financial plans to enhance client portfolios.
Collaborated with teams to ensure compliance with regulatory standards.
Educated clients on policy options and investment strategies.
Provided exceptional customer service, consistently resolving complex issues promptly and effectively
Financial Services Professional
New York Life Insurance Co
Edison, NJ
08.2024 - 05.2026
Analyze clients financial needs to recommend suitable insurance products.
Assisted clients in navigating policy options and claims processes.
Maintained comprehensive knowledge of industry regulations and compliance requirements.
Developed personalized financial plans to meet client goals and objectives.
Collaborated with team members to enhance customer initiatives and improve satisfaction ratings
Education
MBA - Business Administration And Management
New England College of Business
Boston, MA 08.2014 - 02.2016
Bachelor of Arts - B.A English
University of Lagos
Lagos, Nigeria 10.1984 - 10.1989
NJ Certified
Licensed Insurance Agent Life/Accident And Health
Skills
Critical Thinking
Organization and Time Management
Active Listening
Software Proficiency[Computer Skills: MS Excel, MS Word, MS Access (creating and modifying databases, tables, queries and forms; reports) Proficient in Power-point Proficient in Sales-force and Oracle applications]
Multitasking Abilities
Google Workspace
Timeline
Financial Services Professional
Globe American Income Life Division
06.2026 - Current
Financial Services Professional
New York Life Insurance Co
08.2024 - 05.2026
MBA - Business Administration And Management
New England College of Business
08.2014 - 02.2016
Bachelor of Arts - B.A English
University of Lagos
10.1984 - 10.1989
NJ Certified
Licensed Insurance Agent Life/Accident And Health