Julin khwar
Tampa
Summary
Personable and dedicated professional with natural attitude for building relationships and understanding client needs. Possesses strong knowledge of insurance products and financial planning, along with skills in consultative sales and policy analysis. Focused on helping clients secure their financial futures through thoughtful and personalized insurance solutions.
Overview
3
3
years of professional experience
Work History
Life Insurance Agent
FEG
05.2024 - Current
- Specialized in selling Indexed Universal Life (IUL) insurance products through personalized financial consultations.
- Conducted comprehensive needs assessments to align clients with suitable coverage plans.
- Provided ongoing support to clients, addressing inquiries and concerns effectively.
- Built strong client relationships through in-person consultations, successfully recommending and selling appropriate insurance policies.
Life Insurance Agent
Clarifying
Clearwater, FL
04.2025 - 04.2026
- Sold Final Expense insurance policies through consultative phone-based sales.
- Educated clients on available life insurance products and coverage options.
- Developed strong relationships with clients, fostering trust and long-term engagement..
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Server
Bejing Kitchen
Tampa, FL
08.2023 - 02.2025
- Delivered exceptional customer service by promptly addressing guest inquiries and requests.
- Collaborated with kitchen team to ensure timely food delivery and presentation quality.
- Served food and beverages promptly with focused attention to customer needs.
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
Education
High School Diploma -
U THEIN CHAN
YANGON MYANMAR03-2023
Skills
- Negotiation
- Customer service
- Problem-solving abilities
- HIPAA compliance
- Active listening
- Relationship building
- Self motivation
- Policy feature explanations
Timeline
Life Insurance Agent
Clarifying
04.2025 - 04.2026
Life Insurance Agent
FEG
05.2024 - Current
Server
Bejing Kitchen
08.2023 - 02.2025
High School Diploma -
U THEIN CHAN