Summary
Overview
Work History
Education
Skills
Certification
Timeline
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EGYPT HATCHETT

Miami

Summary

Results-driven sales professional with expertise in client-focused environments. Proficient in needs analysis, effective communication, and problem-solving techniques. Recognized for building trust and rapport swiftly, ensuring client satisfaction. Highly adaptable and eager to learn, facilitating seamless transitions across industries.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Life Insurance Sales Representative

Limitless Insurance Group
07.2024 - Current
  • Increased client retention through empathetic communication and trust-building techniques.
  • Streamlined application processes, clarifying benefits and underwriting for clients.
  • Qualified financial needs with comprehensive interviews to tailor insurance coverage.
  • Utilized CRM for active pipeline management, enhancing follow-up and conversion rates.
  • Guided clients in selecting life insurance options, including term and whole life.

Business Advisor

Idea Financial
11.2023 - 06.2024
  • Facilitated funding solutions by consulting business owners on financial needs.
  • Evaluated bank statements and credit profiles to determine eligibility for funding.
  • Qualified high-intent leads, transitioning clients to the funding team seamlessly.
  • Ensured effective communication as primary contact throughout the funding process.

Real Estate Assistant

Corcoran
09.2022 - 10.2023
  • Coordinated property tours for luxury properties and investment units.
  • Managed large volumes of incoming calls and inquiries, boosting qualified showings.
  • Prepared contracts and assisted with administrative duties to help agents move deals toward closing.

Education

Bachelor of Arts -

CUNY Hunter College
01.2024

Skills

  • Lead Qualification & Prospecting
  • Client Relationship Management
  • Objection Handling
  • Cold Calling & High-Volume Outreach
  • Building Rapport & Communication
  • Pipeline & CRM Management

Certification

  • Life & Health Insurance License
  • New York Real Estate Salesperson — New York Real Estate Institute

Timeline

Life Insurance Sales Representative

Limitless Insurance Group
07.2024 - Current

Business Advisor

Idea Financial
11.2023 - 06.2024

Real Estate Assistant

Corcoran
09.2022 - 10.2023

Bachelor of Arts -

CUNY Hunter College