Pooneh Sayah
Plano
Summary
Successful and seasoned Financial Services Representative with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Hillcrest Insurance Agency
01.2023 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Digital Marketing Director
Salus Hydrate
01.2022 - 01.2023
- Led a team of marketing professionals to deliver high-quality digital initiatives for optimal results.
- Improved lead generation by designing and implementing email marketing campaigns.
- Managed budget allocation and resource utilization to maximize marketing ROI.
- Coordinated with design and media teams to develop high-quality creative assets.
Financial Services Professional
Taylor Insurance And Financial Services
03.2020 - 01.2023
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
Financial Services Professional
Mass Mutual Financial
03.2020 - 01.2022
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
- Consistently exceeded sales targets by leveraging strong relationship-building skills and comprehensive product knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Financial Advisor Assistant
Bardia Hariri At New York Life Insurance
06.2018 - 03.2020
- Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
- Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
- Monitored accounts regularly to ensure accuracy in reporting while identifying potential discrepancies or issues that required resolution.
- Evaluated various investment products for suitability based on individual client risk tolerance levels and long-term goals.
Education
Master of Science - International Business Management
Academia De Studii Economice Din București
Bucharest, Romania05.2018
Bachelor of Science - Finance
Tehran University of Economic Sciences
Tehran, Iran02.2012
Skills
- Business Planning
- Insurance Program Analysis
- Insurance Policy Quoting and Sales
- Client Relations and Needs Analysis
- Operations Management
- Marketing Strategy Development
- Problem Solving and Decision Making
- Analytical Thinking and Negotiation Abilities
Languages
English
Full Professional
Persian
Native or Bilingual
German
Limited Working
Arabic
Limited Working
Timeline
Insurance Agent
Hillcrest Insurance Agency
01.2023 - Current
Digital Marketing Director
Salus Hydrate
01.2022 - 01.2023
Financial Services Professional
Taylor Insurance And Financial Services
03.2020 - 01.2023
Financial Services Professional
Mass Mutual Financial
03.2020 - 01.2022
Financial Advisor Assistant
Bardia Hariri At New York Life Insurance
06.2018 - 03.2020
Master of Science - International Business Management
Academia De Studii Economice Din București
Bachelor of Science - Finance
Tehran University of Economic Sciences
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