Smit Patel
Collegeville,PA
Overview
5
5
years of professional experience
Work History
Life Insurance Agent
Premier Financial Alliance
08.2023 - Current
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Front Desk Sales Associate
Vincent's Pizzeria
03.2023 - 08.2023
- Stocked merchandise, communicated orders over phone, and greeted customers with warm smiles.
- Answered customer questions about food allergens and recommended favorite foods.
- Engaged in friendly conversations with customers to better uncover individual needs.
Customer Service Representative
Walgreens
06.2022 - 10.2022
- Actively listened to customers, handled concerns quickly, and escalated major issues to the supervisor.
- Answered a constant flow of customer calls with minimal wait times.
- Assisted with stocking, labeling discounted goods and taking passport photos.
CEO and Co-Founder
Phlothes
09.2021 - 07.2022
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Generated $ 5,000 in revenue by selling products either door-to-door or via Shopify.
- Built a Shopify store, launched an Instagram profile, and pitched in front of school-endorsed "sharks".
Tutor
Kumon Learning Center
09.2018 - 06.2021
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Provided homework assistance using specific curriculum and materials.
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
- Supported students with helpful study habits and exam strategies.
Education
BBA - Finance
Pennsylvania State University
University Park, PA05.2027
Skills
- Hindi (Native fluency)
- Gujarati (Native Fluency)
- Shopify Store Building
- Social Media Marketing
- Business Sales Pitching
- Phone Etiquette
- Decision Making
- PowerPoint
- Excel
- Weightlifting
- Stock Trading
- Reading
Timeline
Life Insurance Agent
Premier Financial Alliance
08.2023 - Current
Front Desk Sales Associate
Vincent's Pizzeria
03.2023 - 08.2023
Customer Service Representative
Walgreens
06.2022 - 10.2022
CEO and Co-Founder
Phlothes
09.2021 - 07.2022
Tutor
Kumon Learning Center
09.2018 - 06.2021
BBA - Finance
Pennsylvania State University