Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Orfeas Berberi

Bronx

Summary

Dynamic financial professional with expertise in client relationship management and sales strategies developed at New York Life Insurance Company. Proficient in technical troubleshooting and project management, focused on fostering trust and driving client success through effective communication and networking. Proven ability to enhance client satisfaction and achieve sales targets through strategic initiatives.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

New York Life Insurance Company
New York
08.2025 - Current
  • Completed comprehensive training program at New York Life, obtaining Life Insurance License.
  • Developed expertise in client service, financial needs analysis, and insurance solutions.
  • Acquired skills in relationship management, prospecting, and long-term planning.
  • Collaborated with mentors to implement strategies for ensuring client success.
  • Achieved early milestones by meeting licensing requirements and finishing initial training.
  • Established commitment to fostering relationships based on trust, integrity, and service.

Electrician

Einstein Electrical
New York
07.2020 - 08.2025
  • Installed and repaired technically specific electrical systems and electronic components for commercial, residential and industrial buildings.
  • Completed routine maintenance and handled service calls for residential, commercial and industrial customers.
  • Read blueprints and technical documentation to correctly install and repair electrical systems.
  • Located root causes of complex issues, proposing and implementing practical solutions for prompt resolution.

Life Insurance Agent

Fine Agency
New York
01.2023 - 04.2023
  • Educated potential prospects about life insurance opportunities and leveraged successful selling techniques to close new contracts.
  • Created productive relationships to create pool of prospective clients from various sources by networking, cold calling and using referrals.
  • Reviewed underwriting guidelines and selected products based on client's age, health and desired insurance coverage.

Education

BBA - Finance

Baruch College/CUNY
New York, NY
06.2026

Skills

  • Client relationship management
  • Problem solving
  • Data analysis
  • Cold calling and prospecting
  • Financial planning
  • Territory development

Certification

Life Insurance Agent License (NY, NJ)

Timeline

Life Insurance Agent

New York Life Insurance Company
08.2025 - Current

Life Insurance Agent

Fine Agency
01.2023 - 04.2023

Electrician

Einstein Electrical
07.2020 - 08.2025

BBA - Finance

Baruch College/CUNY

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