Safi Jouini

San Diego,CA

Summary

Dedicated Insurance Sales Agent adept at managing complex policies and delivering insurance product expertise. Bringing many years of superior insurance industry performance.

Overview

years of professional experience

Certification

Work History

Life Insurance Agent

AIL

Tracy, CA

01.2024 - Current

Assisted customers in selecting the right life insurance coverage for their needs.
Negotiated terms of policy with clients to ensure maximum benefit for both parties.
Educated clients on various types of life insurance policies available in the market.
Evaluated current financial situation of clients before recommending any policy changes.
Analyzed client portfolios to determine best investment opportunities.
Provided personalized service to clients by phone, email, or in-person meetings.
Communicated with clients to understand needs and identify best policies for each case.

Manager

Baba Foods

San Diego, 92154

09.2018 - 06.2021

Established processes to ensure efficient workflow throughout the organization.
Coached, mentored and trained team members in order to improve their job performance.
Maintained up-to-date records of employee attendance, payroll information, vacation requests.
Ensured compliance with all applicable laws, regulations, industry standards.
Conducted performance reviews for team members.
Enforced customer service standards and resolved customer problems to uphold quality service.

Education

Some College (No Degree) -

Southwestern College

Chula Vista, CA

Skills

Referral management
Building Relationships
Policy adjustment knowledge

Streamlining processes
Insurance Policy Sales
Appointment Scheduling

Languages

French

Professional

Arabic