Shlomo Ofir Oved
Summary
Dedicated Financial Services Professional with expertise in insurance planning, and retirement strategies. Proven ability to build strong client relationships and drive business growth through referrals and community engagement.
Overview
24
24
years of professional experience
1
1
Certification
1
1
Language
Work History
Financial Services Professional
New York Life Insurance Co
Uniondale, NY
10.2009 - 07.2026
Financial Professional: advised individuals, families, and business owners on life insurance strategies for long-term goals.
Built strong client relationships through personalized service and ongoing policy reviews.
Developed new business through referrals, networking, and community engagement.
Guided clients through application, underwriting, and policy issuance with exceptional service.
Recognized as Agent of the Month multiple times, earned Agent of the Year for exceptional production and client service.
Qualified for Million Dollar Round Table multiple times, achieved President's Council, demonstrating top-level performance and professional achievement.
Real Estate Broker
The City Realty Group
Fresh Meadows, NY
04.2002 - 07.2009
- Negotiated complex real estate transactions.
- Cultivated strong relationships with clients, fostering trust and repeat business opportunities.
Education
No Degree - Business Administration
Bergen Community College
Paramus, NJSkills
- Know your customer
- Sales and marketing
- Insurance planning
- Retirement planning
- Estate planning
- Account maintenance
Accomplishments
- Achieved agent of the month numbers time,
- Agent of the year.
- Was partner for 2 years.
- Achieved Council agent almost every year.
- Achieved President council
Certification
Life &Health
6&63
P&C
Languages
Hebrew
Native or Bilingual
Timeline
Financial Services Professional
New York Life Insurance Co
10.2009 - 07.2026
Real Estate Broker
The City Realty Group
04.2002 - 07.2009
No Degree - Business Administration
Bergen Community College