Results-oriented professional with a proven history of crafting effective sales strategies for diverse client bases. Integrates financial acumen and sales proficiency to acquire new accounts and sustain existing ones, thereby fueling organizational growth.
Strong communication and interpersonal skills
In-depth knowledge of insurance products and policies
Problem-solving and conflict resolution abilities
Attention to detail and accuracy in documentation
Customer-focused mindset
Sales and cross-selling techniques
Compliance with regulatory requirements
Effective use of CRM systems such as Salesforce, Edge, Fitsyn and Celerant
Financial advising and consulting
Loan product knowledge and expertise
Credit analysis and credit improvement strategies
Negotiation and sales skills
Record keeping and documentation
Leadership and team management
Sales reporting and analysis
Training and development