DION AKHIGBE
Houston
Summary
I can offer your company a goal-seeking professional who is eager to learn, motivated, hardworking, and excited about offering my service skills and communication skills to complete any task. I am a results-driven financial consultant, known for high productivity and efficient task completion. I have specialized skills in financial planning, risk management, and investment strategies. Excel in problem-solving and analytical thinking, enabling effective client consultations and financial solution development. I am committed to leveraging these skills to achieve clients' financial goals, with precision and integrity.
Overview
3
3
years of professional experience
Work History
Financial Consultant
New York Life Insurance Co
Houston
08.2022 - 02.2025
- Developed and implemented strategies to help clients reach their financial goals.
- Drafted presentations outlining proposed investment strategies for review by senior management prior to presenting them to clients.
- Advised clients on risk management, asset allocation, and portfolio diversification.
- Assisted clients in understanding current market conditions and how they affect their investments.
- Created comprehensive financial plans that included retirement planning, cash flow analysis, estate planning and insurance coverage reviews.
- Maintained up-to-date records of all transactions conducted on behalf of clients.
- Researched and evaluated various investments, such as stocks, bonds, mutual funds, exchange-traded funds, commodities, options, futures contracts.
- Conducted client meetings to assess insurance needs and provide tailored solutions.
- Developed and maintained strong relationships with clients for ongoing support and service.
- Processed policy applications and ensured compliance with regulatory standards.
- Educated clients on various life insurance products and benefits available to them.
- Prepared quotes for prospective customers based on their individual needs.
- Educated clients on various types of life insurance policies available in the market.
- Evaluated current financial situation of clients before recommending any policy changes.
- Analyzed client portfolios to determine best investment opportunities.
Education
BBA -
University of Akron
Akron, OHSkills
- Risk management
- Client relationship management
- Problem solving
- Goal orientation
- Commitment to excellence
- Coachable and disciplined
- Financial planning
Timeline
Financial Consultant
New York Life Insurance Co
08.2022 - 02.2025
BBA -
University of Akron