Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Felix Amenuvor

San Antonio,TX

Summary

Driven and compassionate Licensed Life Insurance Agent seeking a position at USAA where I can contribute to the company's mission of serving military members and their families. Possessing a strong understanding of life insurance products and a proven track record of exceeding sales targets, I am eager to leverage my skills and experience to provide exceptional customer service and build long-term relationships with USAA members

Overview

12
12
years of professional experience
1
1
Certification

Work History

Global Financial Impact
San Jose, CA
01.2022 - 01.2025
  • Developed and presented customized financial reports and performance analytics to 50 high-net-worth clients, highlighting key investment performance metrics such as the Sharpe ratio, the Sortino ratio, and maximum drawdown. Achieved a client satisfaction rating of 4.8 out of 5, based on 80 client surveys in 2023.
  • Identified and communicated tax-saving strategies to 75 clients, resulting in an estimated average annual tax savings of $3,500 per client.
  • Achieved a 98% customer satisfaction rate for prompt and accurate responses to client inquiries, with an average response time of 15 minutes.
  • Analyzed financial information from 60 clients to identify and mitigate 15 potential economic risks, contributing to a 10% reduction in overall portfolio volatility for these clients.
  • Provided personalized financial guidance to 35 clients during significant life events, such as retirement, marriage, or the birth of a child, resulting in 95% of these clients reporting improved financial security and reduced stress levels.
  • Proactively communicated with clients during periods of market volatility, effectively managing expectations, and maintaining high client trust and confidence, as evidenced by a 99% client retention rate.

Associate Business Analyst

United Nations Development Programme - Undp
Accra
09.2012 - 12.2021
  • Analyzed over 2 terabytes of data from 8 key sources, including UN agencies, NGOs, and government reports, utilizing statistical modeling and data visualization techniques. This comprehensive analysis revealed a significant decline in access to essential healthcare services for vulnerable populations in rural areas during the pandemic, informing policy recommendations for improved service delivery.
  • Developed two comprehensive reports and one presentation summarizing key findings on the impact of COVID-19 on aid effectiveness, resource allocation, and beneficiary access. These reports and presentations were disseminated to senior UN officials, government representatives, and key stakeholders, and were instrumental in informing the development of a new national response plan, reaching an estimated 500,000 beneficiaries.
  • Assisted in the planning and execution of data collection activities for a survey of 1,000 households, coordinating data collection activities across five districts. Implemented rigorous data quality control measures, including regular data cleaning and validation checks, resulting in a data error rate of less than 1%.
  • Facilitated 12 project review meetings with 80 stakeholders, including local community members, government officials, and NGO representatives, resulting in improved project implementation and increased stakeholder buy-in, leading to a 10% increase in project completion rates.

Education

Master of Science - Technology Project Management

Illinois State University
Normal, IL
12-2023

Bachelor of Science - Business Administration

Evangelical Presbyterian University College
Ho, Ghana
08-2019

Skills

  • Excellent communication skills
  • Strong sales and persuasion skills
  • Customer Service Excellence
  • Financial Acumen
  • Product knowledge
  • Problem-Solving and Decision Making
  • Active Listening and Needs Assessment
  • Time Management and Organization

Certification

  • Licensed Life Insurance Producer
  • Google Advanced Data Analytics
  • Google Project Management
  • CertNexus Certified Ethical Emerging Technologist

Timeline

Global Financial Impact
01.2022 - 01.2025

Associate Business Analyst

United Nations Development Programme - Undp
09.2012 - 12.2021

Master of Science - Technology Project Management

Illinois State University

Bachelor of Science - Business Administration

Evangelical Presbyterian University College

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Felix Amenuvor