Overview
Work History
Education
Skills
Timeline
Generic

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, PA
05.2027

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

Similar Profiles

CREATE PROFILE
Smit Patel