Ebad Rizvi
Hialeah,Florida
Overview
8
8
years of professional experience
Work History
Health Insurance Agent
Self Employed
10.2014
- Closed an average of 15 new sales per week
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques
- Calculated quotes and educated potential clients on insurance options
- Analyzed sales volume, retention and loss ratio trends to identify areas of improvement.
Finance Manager
BMW
Miami, FL
04.2014 - 08.2020
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Teller
Wells Fargo
12.2012 - 01.2014
- Processed range of retail and commercial transactions
- Consulted with customers on bank products and services
- Identified and referred sales opportunities
- Cross-sold bank services and products to meet teller referral targets
- Complied with all operational, security and control policies and procedures.
Education
Bachelors of Business in Finance -
Florida International University
Miami, FloridaSkills
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Strong negotiation skills
References
- Mohammed Raza, (305) 481-4869, Islamic Jaffaria Association – Secretary
- Frank Kuong, (786) 356-4325, Convey Health Solutions
- Anam Aziz, (786) 953-2798, Customer Service Representative
Timeline
Health Insurance Agent
Self Employed
10.2014
Finance Manager
BMW
04.2014 - 08.2020
Teller
Wells Fargo
12.2012 - 01.2014
Bachelors of Business in Finance -
Florida International University