Hi, I’m
Feras Kattan
Leawood,KS
Summary
Tireless financial services professional talented in assessing client needs and developing solutions to promote business opportunities. Established decision-maker with background in mentoring others to accomplish project milestones. Offering exemplary client relationship building prowess.
Overview
25
years of professional experience
Work History
Ameriprise Financial
Registered Investment Advisor
06.2024 - 11.2024
Job overview
- Developed comprehensive financial plans for clients, addressing their short-term and long-term goals.
- Participated in continuing education opportunities to stay current on industry best practices, enhancing the level of service provided to clients.
- Educated prospective clients on the benefits of professional investment management services, converting leads into long-term relationships.
- Maintained strict compliance with all applicable regulations, including SEC rules and fiduciary standards of care.
Self Employed Insurance GroupOverland Park, KS
Medicare Sales Representative/Broker
05.2000 - Current
Job overview
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
AmazonLenexa, KS
Delivery Station Associate
08.2021 - 07.2024
Job overview
- Leveraged previous knowledge and expertise to achieve desired results.
- Organized and staged packaged items for loading onto delivery vans for end-recipient delivery.
Modern Woodmen Of AmericaOverland Park, KS
Sales Representative
04.2011 - 08.2014
Job overview
- Increased sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Trained and mentored new sales representatives.
Skills
- Collaborative Environments
- Improvement Recommendations
- Client Relationship Management
- Standards Documentation
- Client Base Retention
- Confidential Records Management
- Client Meetings
- Recordkeeping Requirements
- Insurance planning
- Strategic planning
- Asset management
- Investment strategies
Accomplishments
- Achieved dramatic customer satisfaction through effectively helping convey clear understanding of complex insurance concepts and product information.
- Life and Health insurance licensed in both Kansas and Missouri.
- Achieved Sales Leader of the Year for the State of Kansas while working with Modern Woodmen of America.
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 66 License - North American Securities Administrators Association and FINRA.
- Insurance Licenses, Life, Health, and Annuities – [State] Department of Insurance.
Timeline
Registered Investment Advisor
Ameriprise Financial
06.2024 - 11.2024
Delivery Station Associate
Amazon
08.2021 - 07.2024
Sales Representative
Modern Woodmen Of America
04.2011 - 08.2014
Medicare Sales Representative/Broker
Self Employed Insurance Group
05.2000 - Current
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