MICHAEL AJOSE
Houston
Summary
Detail-oriented Tax Professional with over six years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Deckhand
VanEnkevort Tug & Barge
08.2022 - 10.2022
- Collaborated with supervisor to keep detailed inventory records and replenish food supplies.
- Repaired, maintained and cleaned barges on decking.
- Carried out day-to-day duties accurately and efficiently.
- Assisted with loading and unloading tasks, as well as look-out.
- Streamlined safety procedures and updated safety protocols to decrease accidents by 96%.
Insurance Agent, Tax Preparer
Tomi Financial and Tax Services
01.2016 - Current
- Owns and operates a local office where we provide clients with tax planning and financial services
- Prepares and reviews individual federal income, state income, and business tax returns works independently and within a team environment
Insurance Agent
Cigna Health
01.2016 - Current
- Presents and sells Medicare Supplements, Whole Life insurance, Accident Expense and Cancer
- Insurance to new and existing clients
- Develops and calculates suitable plans based on clients' needs
- Resolves client inquiries and complaints
- Expands business reach through effective networking techniques
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Approached potential clients by using direct marketing mailings and phone contacts.
Sales Consultant
CarMax
10.2013 - 10.2018
- Maintained a working knowledge of CarMax and product knowledge and appropriately recommended the next step to CarMax customers
- Navigated and uses various provided computer programs as selling tools
- Facilitated steps of the car sales, such as the vehicle appraisal process, taking test drives, and submitting finance applications
Professional Truck Driver
Swift Transportation
01.2012 - 03.2012
- Delivered products to the appropriate clients within set deadlines
- Planned driving routes and kept a detailed log of travel time, mileage and sleep hours
- Loaded and unloaded heavy equipment machinery and building materials within the 48 continental US
Stock Broker
Golden Securities
02.2002 - 02.2010
- Provided clients with specialist advice on how to manage their money financial portfolio and plan for their short and long-time goals
- Researched the marketplace and recommended the most appropriate products and services available
- Ensured that clients were aware of products that best met their needs in order to secure a sale
Education
Bachelor of Science - Accounting
University of Lagos (UNILAG)
2002
Skills
- Life Insurance
- Customer Follow-Up
- Revenue Generation
- Financial Needs Assessment
- Persuasive Negotiations
- Final Expense Insurance
- Promotions and Marketing Strategies
Additional Information
- LICENSES , TX General Lines Insurance Agent: Property and Casualty, Life, Accident, Health, and HMO License Enrolled Agent Candidate Passed Part 1 and 3(EA Exam) AFSP Certified VITA Coordinater
Certification
TX General Lines Insurance Agent: Property and Casualty, Life, Accident, Health, and HMO License.
Enrolled Agent Candidate, Passed Part 1 and 3 (EA Exam).
AFSP Certified
Volunteer Income Tax Assistance (VITA) Professional
CDL Class A
Merchant Mariner Credential
TWIC Card
Timeline
Deckhand
VanEnkevort Tug & Barge
08.2022 - 10.2022
Insurance Agent, Tax Preparer
Tomi Financial and Tax Services
01.2016 - Current
Insurance Agent
Cigna Health
01.2016 - Current
Sales Consultant
CarMax
10.2013 - 10.2018
Professional Truck Driver
Swift Transportation
01.2012 - 03.2012
Stock Broker
Golden Securities
02.2002 - 02.2010
Bachelor of Science - Accounting
University of Lagos (UNILAG)
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