Neomai Fisiiahi

Agent Tasks

• Provided expert guidance on life insurance policy options to clients. Conducted in-depth client assessments to determine appropriate life insurance coverage, as well as income protection.
• Developed personalized financial plans to meet client needs and goals.
• Conducted in-depth client assessments to determine appropriate life insurance coverage.

Sales Manager

• Led a team of seven to deliver exceptional customer service by implementing our daily financial plan and focusing on the client needs.
• Motivated team members to consistently achieve or exceed performance expectations.
• Interviewed, hired and trained new employees.
• Conducted regular evaluations and addressed performance concerns directly with employees.
• Ensured compliance with all applicable laws, regulations, industry standards.
• Recruiting and retaining high-performing talent.
• Provided leadership and training for new agents regardin
• g industry best practices and company policies.
• Conducted root causes analysis to develop corrective action plans.

District Manager

• Led a diverse team of thirty agents and four Sales Managers, fostering a collaborative and high-performance culture.
• Hold a monthly recognition meeting and reward team members and individual achievements, boosting morale and motivation.
• Reviewed employee and management team performance, and provided ongoing feedback and coaching to drive performance improvement.
• Weekly, I produced thorough, accurate, and timely reports of sales growth, persistence reports, and reset sales goals to meet the monthly target, if needed.
• Implemented quality control measures to uphold company standards.

• Managed daily operations of bank branch ensuring compliance with policies.
• Led team meetings to discuss performance and improve customer service strategies.
• Developed training programs for new employees enhancing their banking knowledge.
• Evaluated financial products providing recommendations to enhance customer satisfaction.
• Fostered relationships with clients addressing inquiries and resolving issues promptly.
• Coordinated audits ensuring operational efficiency and risk management compliance.
• Resolved customer inquiries quickly and efficiently while maintaining excellent service standards.
• Managed daily workflow including assigning tasks to staff members.
• Created and maintained a positive work environment within the branch.
• Conducted regular meetings with staff members to discuss progress towards goals.
• Ensured compliance with banking laws and regulations through periodic review of internal policies.
• Reviewed customer complaints and took appropriate action as needed.
• Developed and implemented strategies to increase customer satisfaction ratings.
• Prepared monthly reports on branch operations and submitted to corporate office.
• Maintained strict confidentiality of customer information at all times.
• Processed and approved international and domestic wire transfers, cashed checks and posted deposits and withdrawals.
• Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
• Performed daily audits of cash drawers, deposits, withdrawals, transfers.