Summary
Overview
Work History
Education
Skills
Timeline
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Charles Chikhani

Charles Chikhani

Irvine,CA

Summary

Dedicated and professional individual with a strong background in sales and personal training, pursuing a career as a Physician Assistant with a focus on orthopedics and sports medicine. Experience in relationship management, problem-solving, and client education provides transferable strengths aligned with patient care and clinical settings. Currently completing prerequisite coursework and actively seeking hands-on experience as a Physical Therapy Aide or in a similar role to gain valuable clinical hours. Passion lies in movement, injury prevention, and rehabilitation, with a long-term goal of working in sports medicine to help patients optimize their performance and recovery.

Overview

8
8
years of professional experience

Work History

Insurance Sales Agent

Farmers Insurance
07.2024 - Current
  • Identify and assess clients' insurance needs, providing customized solutions for home, auto, life, and business insurance, achieving a 95% client satisfaction rate
  • Develop and maintain strong relationships with 100+ clients, driving a 90% renewal rate and generating new referrals monthly
  • Proactively reach out to 50+ prospective clients weekly through networking, cold calling, and community events, expanding the client base by 20% year-over-year
  • Educate clients on policy options and risk management, with 60% of clients opting for multi-line policies

Personal Trainer

Club Studio
05.2023 - 02.2025
  • Developed customized fitness plans tailored to each client's individual goals and needs
  • Developed and led group fitness classes to help clients increase their fitness levels and reach their goals
  • Created and maintained detailed records of clients' progress to track progress and assess results
  • Conducted regular fitness assessments to measure progress and set new goals

Expansion Market Account Executive

Paypal Holdings
09.2022 - 07.2024
  • Tasked with managing a pipeline of 100+ accounts where I analyze their current payment processing setup and find the opportunity to add value to their business while bringing in more revenue share for PayPal
  • Exceeded quota for both revenue and products live to site across multiple months since being in the role
  • Closed over 50 deals that have brought in over $70,000 in revenue
  • Consistently making 30+ calls a day with an average talk time of 90 minutes per day

Marketing Development Manager

PAYPAL ZETTLE
02.2022 - 09.2024
  • Helped launch PayPal Zettle in the United States Market within my sales territory of the Inland Empire
  • Visited local small business owners to engage their level of interest in partnering with PayPal for in person payments
  • Worked with merchants from introductory meeting all the way through implementation of PayPal Zettle hardware and software
  • Maintained a revenue attainment of 97% to goal or higher for the entirety of my time in the role

Customer Service Representative/Mortgage Loan Originator

DIRECT ACCESS FUNDING
02.2021 - 10.2021
  • Evaluated and Authorized the approval of real estate loans by diagnosing the financial status of potential borrowers
  • Maintained customer relationships throughout the escrow of the loan which could sometimes have a processing time of two months
  • Closed over $2,500,000 in volume within the first full quarter as a loan officer

Insurance Sales Representative

Farmers
09.2020 - 02.2021
  • Started as an assistant to an insurance agent prior to obtaining my license
  • Reached out to existing customers in order to add on to their current policies
  • Answered customer calls and emails regarding their policies, potential policies and quotes
  • Cold called purchased leads in order to generate new clients

Athletic Performance Trainer

Force 10 Performance
10.2019 - 05.2020
  • Evaluated the effectiveness of training initiatives by tracking participant progress and gathering feedback for continuous improvement.
  • Created and implemented strength and conditioning programs for athletes.
  • Promoted health and well-being of student-athletes with implementation of injury prevention programs.
  • Educated athletes on proper nutrition, hydration, and recovery strategies for optimal performance.

Sports Performance Specialist Intern

EXOS
06.2019 - 09.2019
  • Increased injury prevention by incorporating prehabilitation exercises into athletes' routines.
  • Worked with athletes ranging from High School to Professional levels
  • Assisted the head of Athletic Performance in training the Long Beach Poly High School through their strength and conditioning program
  • Successfully passed the EXOS Performance Specialist Certification with a score 93%

Financial Analysis and Decision Support Intern

Ingram Micro
06.2017 - 09.2017
  • Created a consolidated excel file of all customers that would benefit from a new pricing program being developed by my superiors and reached out to relay this information to said customers
  • Helped buyers make decisions based off forecasting data
  • Assisted the head of the department in meetings with other buyers, sales teams and marketing teams

Education

Bachelor's - Nutrition and Exercise Physiology

Bastyr University
06.2020

Bachelor's - Finance, Real Estate and Law

Cal Poly Pomona
08.2018

Skills

  • Ability to Work in a Team
  • Account Management
  • Adaptability
  • Customer Service
  • Data Analysis
  • Market Development
  • Microsoft Office
  • Payment Processing
  • Sales Presentation
  • Client relationship building
  • Strength training
  • Exercise prescription
  • Pipeline management
  • Creative problem solving
  • Recovery strategies

Timeline

Insurance Sales Agent

Farmers Insurance
07.2024 - Current

Personal Trainer

Club Studio
05.2023 - 02.2025

Expansion Market Account Executive

Paypal Holdings
09.2022 - 07.2024

Marketing Development Manager

PAYPAL ZETTLE
02.2022 - 09.2024

Customer Service Representative/Mortgage Loan Originator

DIRECT ACCESS FUNDING
02.2021 - 10.2021

Insurance Sales Representative

Farmers
09.2020 - 02.2021

Athletic Performance Trainer

Force 10 Performance
10.2019 - 05.2020

Sports Performance Specialist Intern

EXOS
06.2019 - 09.2019

Financial Analysis and Decision Support Intern

Ingram Micro
06.2017 - 09.2017

Bachelor's - Finance, Real Estate and Law

Cal Poly Pomona

Bachelor's - Nutrition and Exercise Physiology

Bastyr University
Charles Chikhani