

Client-focused financial and sales professional with hands-on experience in insurance sales, investment outreach, and remote client engagement. Proven ability to analyze client needs, build trust quickly, negotiate outcomes, and close commitments. Strong background in financial analysis, customer service, and consultative selling, supported by an International MBA in Finance. Comfortable working remotely, managing pipelines, and maintaining accurate client records.
• Delivered high-quality customer service in a fully remote call center environment
• Managed client inquiries, issue resolution, and documentation
• Maintained performance standards in high-volume workflows
• Sold home appliance insurance products via outbound sales calls
• Assessed customer needs and closed sales using consultative techniques
Client Relationship Management
Financial Needs Analysis
Consultative Sales
Negotiation & Closing
Insurance & Financial Product Sales
Remote Client Engagement
CRM & Sales Administration
Excellent Communication