Azhar Hirani
Marietta,GA
Summary
As a dedicated Financial Service Representative with over five years of comprehensive experience in the financial industry, I have cultivated a robust skill set that enables me to effectively assist clients in navigating their financial journeys. My career has been marked by a commitment to delivering exceptional customer service, fostering strong relationships, and providing tailored financial solutions that align with each client's unique goals and circumstances. My ability to communicate complex financial concepts in an accessible manner has not only empowered clients to make informed decisions but has also contributed to their long-term financial success. I pride myself on staying abreast of industry trends and regulatory changes, ensuring that I provide accurate and relevant service. As I continue to grow in my career, I remain passionate about helping individuals and businesses achieve their financial aspirations through personalized service and strategic planning.
Overview
10
10
years of professional experience
Work History
Financial Services Consultant
Opulence Financial Services
10.2024 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders
- Created and implemented business and marketing plans to drive growth.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Developed advanced product knowledge to share current information while generating and delivering product quotes.
- Networked to identify potential new clients and expand geographic territories.
- Worked with clients to develop financial planning strategies and solutions through the evaluation of finances.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Informed clients of strategies for reducing debt and maximizing savings.
- Assisted clients with budgeting and cash flow management.
- Helped clients make informed decisions about financial future.
- Advised clients on investments, retirement and estate planning.
- Educated clients on financial topics and best practices.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Financial Representative
Northwestern Mutual
12.2023 - 09.2024
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Met with customers to assess needs, financial status, and eligibility.
- Handled incoming payments and outgoing disbursements.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Created and implemented business and marketing plans to drive growth.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on financial topics and best practices.
- Studied financial documents to identify potential areas needing improvement.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Acted as subject matter expert, answering internal, and external questions and inquiries.
- Utilized CRM software to manage client relationships.
- Analyzed risk factors to recommend appropriate coverage levels.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Designed presentations and marketing materials to promote insurance products.
Financial Services Representative
Ace Financial Associates
08.2014 - 11.2023
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained updated records of all financial transactions to support traceability.
- Developed and maintained database of financial records for clients.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Discussed financial options with clients and provided informed suggestions.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Networked to identify potential new clients and expand geographic territories.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Education
High School - undefined
Jefferson County High School
Louisville, GA05.2010
Skills
Relationship Building
- Risk Assessment
- Planning & Coordination
- Problem-Solving
- Self-Motivated
- Critical Thinking
- Attention to Detail
- Strategic thinking
- Economic trends
- Estate planning
- Retirement planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Financial Services Consultant
Opulence Financial Services
10.2024 - Current
Financial Representative
Northwestern Mutual
12.2023 - 09.2024
Financial Services Representative
Ace Financial Associates
08.2014 - 11.2023
High School - undefined
Jefferson County High School
Similar Profiles
Alli MooreAlli Moore
Marketing Coordinator/Client Service Director at 1st Opulence FinancialMarketing Coordinator/Client Service Director at 1st Opulence Financial
Piyush LalchandaniPiyush Lalchandani
Proprietor at Opulence Advisory ServicesProprietor at Opulence Advisory Services
TOSIN SARUMITOSIN SARUMI
Temporary Associate at Opulence Staffing SolutionsTemporary Associate at Opulence Staffing Solutions