Fernando Borenstein

• Coordinate appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations. Prospecting, Sale and service of insurance and retirement products.
• Manage a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
• Conduct annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.

• Conducted comprehensive assessments to determine appropriate health plan offerings for individual needs.
• Resolved member inquiries promptly and accurately, demonstrating exceptional customer service skills.
• Enhanced member satisfaction by providing personalized health plan recommendations and support.
• Established trust among clients through transparent communication regarding policy details and pricing structures.

Note: This is a position which was help under a temporary contract lasting from 120 to 485 days depending on the existing needs of the Company.

• Cultivated strategic customer relationships, evaluated needs and opportunities within customer accounts and negotiated to gain sales commitments.
• Negotiated contracts with clients, securing mutually beneficial terms while maximizing profitability for the company.
• Enhanced sales performance by diligently following up on leads and maintaining a consistent pipeline of prospects.
• Established long-term relationships with clients, resulting in repeat business and increased referral rates.

• Contacted new and existing customers to discuss products and services resulting in 90% repeat business.
• Demonstrated adaptability by adjusting routes or schedules as needed due to unforeseen circumstances or changes in priorities.
• Established effective time management habits to balance between managing accounts, sales calls, and deliveries.
• Used excellent listening and problem-solving skills to work with customers and quickly resolve concerns.