Sasha Taj

• Established and Maintained Customer Relationships:

Cultivated strong relationships with clients, understanding their needs and financial goals. Actively listened to clients' concerns and preferences, adapting solutions to match their unique circumstances.

• Market Research and Analysis:

Conducted comprehensive market research to identify trends, and customer demands within the mortgage industry. Analyzed economic shifts and their impact on lending products.

• Cross-functional Collaboration:

Collaborated closely with underwriters, appraisers, and legal teams to ensure seamless mortgage processing. Facilitated communication between departments, fostering a collaborative environment to resolve complex issues efficiently.

• Presentation and Communication Skills:

Delivered engaging presentations to clients, explaining different products. Applied strong communication skills to convey ideas, strategies, and product roadmaps to client and leaders within the organization.

• Adaptability and Learning Agility:

Thrived in a fast-paced and evolving mortgage market, consistently adapting strategies to align with changing customer preferences and economic conditions. Embraced adaptability as a cornerstone of effective workflow, where staying nimble is vital in responding to dynamic market landscapes.

• Educated clients about health insurance coverage options, benefits and costs.
• Conducted thorough risk assessments for clients, effectively translating complex information into easily understandable terms to aid decision-making.
• Utilized data-driven insights to identify client preferences and customize insurance solutions, resulting in a ~60% increase in policy sales.
• Built long-term relationships with clients, reducing the cancellation rate.
• Utilized strong communication skills to aid in customer understanding of the product.

• Developed sales strategy based on research of consumer buying trends and market conditions.
• Developed the ability to build interest in a product that solves customer problems proficiently.
• Utilized persuasive communication skills to establish rapport, address objections, and convert potential customers into long-term clients.
• Successfully met and exceeded monthly sales targets by effectively engaging customers and communicating the value proposition of our products and services.
• Consistently achieved the highest number of units sold on a weekly basis.