Sharmeen Lakhani
Lewisville,TX
Summary
Detail-oriented Insurance Sales Agent aiming to leverage 16 years of development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
34
34
years of professional experience
Work History
Financial Services Professional
The Leaders Group
Dallas, TX
10.2021 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Volunteer Insurance Advisor for Charitable Giving
Aga khan Foundation USA
Dallas
07.2006 - Current
- Calculated premiums and established payment methods.
Agent and Registered Representative
New York Life Insurance Company and NYLIFE securities
06.2005 - 09.2021
- Worked in the areas of Insurance , retirement savings, long term care and all other aspects of financial planning, including estate planning.
- Close collaboration with clients with a need to develop an estate plan and their attorneys, and helped in creating ways to fund their estate
- Worked with a client base with a special focus on ways of charitable giving for a non profit, Aga Khan Foundation USA.
- Became qualifying member of the Million Dollar Round Table.
loan officer
Mortgage brokers
Addison, Texas
06.2003 - 03.2004
Coordinator
Aga khan Education board
, Texas
01.1998 - 01.1999
Education
Arbitration And Mediation - Non Public Arbitrator
FINRA
02.2022
Series 6 And 63 - Investments And Securities
FINRA
2011
Life and health - undefined
Alliance Academy
2005
Bachelor - Architecture
Indus Valley School of Art and Architecture
1996
Higher secondary - undefined
St. Joseph’s College for Women
1990
Skills
- Customer relationship building
- Financial services
- Client Prospecting
- Client Interviews
- Insurance Policy Sales
- Financial Needs Assessment
- Health Insurance Sales Life Insurance Sales
- Upselling and Cross-selling
Additional Information
Leading as a volunteer for the Central US region, the Planned and Legacy Giving program for a non profit- Aga Khan Foundation USA.
https://www.akfusa.org/planned-and-legacy-giving/
Work closely with high net worth individuals in helping with their Charitable Giving options and product range.
Languages
Urdu
Full Professional
Gujarati
Limited Working
English
Full Professional
Timeline
Financial Services Professional
The Leaders Group
10.2021 - Current
Volunteer Insurance Advisor for Charitable Giving
Aga khan Foundation USA
07.2006 - Current
Agent and Registered Representative
New York Life Insurance Company and NYLIFE securities
06.2005 - 09.2021
loan officer
Mortgage brokers
06.2003 - 03.2004
Coordinator
Aga khan Education board
01.1998 - 01.1999
Arbitration And Mediation - Non Public Arbitrator
FINRA
Series 6 And 63 - Investments And Securities
FINRA
Life and health - undefined
Alliance Academy
Bachelor - Architecture
Indus Valley School of Art and Architecture
Higher secondary - undefined
St. Joseph’s College for Women
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