Mariam Farag
Merrick,USA
Summary
Dynamic Financial Services Professional with a proven track record at New York Life, adept at cultivating client relationships and delivering tailored financial solutions. Skilled in CRM and effective communication, I enhanced service quality in my previous role as Daycare Manager, leveraging data insights to boost parent satisfaction and streamline operations.
Overview
6
6
years of professional experience
Work History
Financial Services Professional
New York life
Melville, New York
03.2026 - Current
- Managed growing portfolio of client relationships, delivering personalized financial recommendations to align with individual goals and needs.
- Managed the full client relationship cycle from initial outreach and needs analysis through solution presentation and ongoing service.
- Developed personal book of business through proactive prospecting, diligent follow-up, and strategic client relationship management.
- Demonstrated effective communication, organization, time management, and consultative sales skills within a highly regulated environment.
- Used CRM and client-management tools to track prospects, follow-ups, appointments, and business activity.
Daycare Manager
Miles of Big Smiles Daycare
Merrick, USA
12.2020 - Current
- Used data insights and parent feedback to enhance service quality and increase satisfaction.
- Facilitated parent discussions to promote child development and reinforce positive behaviors.
- Created and launched a daycare website to support parent engagement.
- Implemented digital record systems to enhance enrollment tracking and simplify reporting processes.
- Managed invoices, supply costs, and payroll coordination to support effective financial planning.
Education
Bachelor of Science - Marketing
SUNY Plattsburgh
Plattsburgh, NY05-2025
High School Diploma -
Sanford H. Calhoun High School
Merrick, NY01-2021
Skills
Technical Skills:
Microsoft Office Suite
Microsoft Excel (Certified)
Google Workspace
CRM
Languages:
Arabic — Native/Fluent
French — Conversational
Timeline
Financial Services Professional
New York life
03.2026 - Current
Daycare Manager
Miles of Big Smiles Daycare
12.2020 - Current
Bachelor of Science - Marketing
SUNY Plattsburgh
High School Diploma -
Sanford H. Calhoun High School