- I enjoy sketching and drawing, which helps improve my creativity and attention to detail
- Enjoy wrestling for overall physical and mental well-being
Haazim Majeed, I
Hampton,VA
Summary
Results-driven Registered Representative known for exceptional customer service and strong analytical skills. Committed to continuous education and delivering value through customized financial strategies that enhance client satisfaction and retention.
Overview
16
16
years of professional experience
Work History
Registered Representative
MassMutual
Greater Richmond
09.2025 - 01.2026
- Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.
- Identified new business opportunities by networking within the local community and attending industry events, leading to an expanded client base.
- Enhanced client understanding of complex financial concepts by delivering clear and concise explanations tailored to their unique circumstances.
- Collaborated with internal departments such as compliance and operations to address any concerns or issues impacting client accounts, ensuring a seamless customer experience.
- Maintained strict compliance with industry regulations and company policies, ensuring a consistently professional approach to all aspects of the role.
- Demonstrated thorough knowledge of various investment products by staying current with industry developments, allowing for confident guidance in product selection for clients'' specific needs.
- Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.
- Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Assessed the suitability of potential investments by analyzing clients'' financial circumstances and risk tolerance, ensuring appropriate recommendations were made.
- Conducted research on investment options to support client portfolio discussions.
Registered Representative
New York Life Insurance Co
Greater Washington
03.2023 - 09.2025
- Shared details regarding financial products and services with clients.
- Identified potential new sources for business through cold calling approximately 20 leads per day.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Demonstrated thorough knowledge of various investment products by staying current with industry developments, allowing for confident guidance in product selection for clients'' specific needs.
- Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.
- Assessed the suitability of potential investments by analyzing clients'' financial circumstances and risk tolerance, ensuring appropriate recommendations were made.
Insurance Agent
Combined Insurance
Charlotte, NC
07.2019 - 08.2025
- Educated clients on policy options, coverage details, and claims processes.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
Director of Internet Sales and Marketing
South Charlotte Pre Owned
Charlotte, NC
04.2016 - 03.2017
- Developed and implemented digital marketing strategies to increase online visibility.
- Oversaw social media campaigns, enhancing brand engagement and customer interaction.
- Analyzed market trends and consumer behavior to optimize sales approaches.
- Managed a team of sales professionals, fostering collaboration and improving performance.
- Utilized CRM systems to track leads and streamline sales processes effectively.
- Conducted training sessions for staff on new marketing tools and techniques.
- Executed email marketing campaigns that improved customer retention rates significantly.
- Mentored junior staff members in best practices for internet sales strategy development and execution, fostering a positive team environment focused on collaboration and innovation.
- Enhanced user experience on the company website through continuous improvements in design, layout, and content organization.
- Increased online sales revenue by implementing targeted marketing campaigns and optimizing website content.
- Optimized email marketing campaigns through A/B testing, resulting in increased open rates and conversions.
- Implemented data-driven decision-making processes, improving overall marketing effectiveness and ROI.
- Directed a team of marketing professionals to develop innovative strategies for promoting products and services.
Sales Associate
Harrelson Nissan
Rock Hill, SC
05.2014 - 03.2016
- Delivered exceptional customer service, fostering long-term relationships with clients.
- Collaborated with team members to achieve sales targets and enhance store performance.
- Utilized CRM systems to track customer interactions and sales progress efficiently.
- Conducted product demonstrations, highlighting features and benefits to potential buyers.
- Implemented upselling techniques that increased average transaction value consistently.
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
Director of Marketing and Business Development
T&G Cleaning Solutions
Charlotte, NC
06.2010 - 07.2013
- Developed targeted marketing strategies to enhance brand visibility and customer engagement.
- Led cross-functional teams to drive business growth initiatives and expand market reach.
- Analyzed market trends and competitor activities to inform strategic decisions and positioning.
- Established partnerships with key stakeholders to foster collaborative marketing efforts and enhance service offerings.
- Presented quarterly reports on marketing performance, aligning objectives with organizational goals for continuous improvement.
- Spearheaded product launches, ensuring successful entry into new markets and territories.
- Cultivated a culture of innovation within the team, fostering an environment of continuous improvement in marketing strategies and tactics.
- Developed creative marketing campaigns, resulting in increased customer engagement and sales.
- Directed website redesign projects resulting in improved user navigation flow while maintaining strong brand identity.
- Conducted market research to identify growth opportunities and drive strategic planning decisions.
- Established key relationships with industry influencers to strengthen the company''s reputation within the market.
- Streamlined internal processes to enhance efficiency, ultimately reducing operational costs.
- Conducted market research to identify new opportunities and target markets.
- Devised content strategy to effectively engage target audiences.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
Education
English Education
Howard University
Washington, District of Columbia, DCFSCP - Holistic Finance
American College of Financial Services
Bryn Mawr, PASkills
- Strong analytical skills
- Financial services
- Business prospecting
- Sales acumen
- Risk assessment and management
- Asset allocation strategies
- Financial planning expertise
- Insurance solutions
- Continuing education commitment
- Performance improvement
Interests
Timeline
Registered Representative
MassMutual
09.2025 - 01.2026
Registered Representative
New York Life Insurance Co
03.2023 - 09.2025
Insurance Agent
Combined Insurance
07.2019 - 08.2025
Director of Internet Sales and Marketing
South Charlotte Pre Owned
04.2016 - 03.2017
Sales Associate
Harrelson Nissan
05.2014 - 03.2016
Director of Marketing and Business Development
T&G Cleaning Solutions
06.2010 - 07.2013
English Education
Howard University
FSCP - Holistic Finance
American College of Financial Services