Summary
Overview
Work History
Education
Skills
Languages
Timeline
Souleman Foudja

Souleman Foudja

Register Representative
Yonkers,NY

Summary

Hands-on Registered Representative known for having a terrific work ethic and for providing exceptional service to all clients. A highly energetic employee unafraid of making cold calls and attending networking events to generate leads. A poised professional pleased to mentor others on the inner workings of the financial services industry.

Overview

5
5
years of professional experience

Work History

Relationship Banker

Chase Bank
New York, NY
02.2023 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Implemented innovative approaches to prospecting, resulting in an expanded network of potential clients within target market segments.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Streamlined internal processes for improved efficiency, leading to faster transaction processing times and higher customer satisfaction levels.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Educated customers on features and benefits of banking products and services.
  • Collaborated with sales team members to ensure seamless handoff of referred clients for further nurturing and closing deals.

Financial Services Professional

New York Life Insurance Co
New York, NY
01.2021 - 11.2022
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.
  • Provided coverage option information to assist clients in protecting assets.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Maintained high standards of customer service by building relationships with clients.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Obtained underwriting approval by completing application for coverage.
  • Identified and solicited sales prospects in agency databases.
  • Interviewed clients to better understand financial positions and assets ready for investment.
  • Performed cold-calling and follow-ups with leads to secure new revenue.

District Leader

Primerica
Elmsford, NY
07.2019 - 01.2021
  • Emphasized job benefits and perks to applicants to improve organization's attractiveness.
  • Developed recruiting strategies to identify qualified candidates and build network.
  • Leveraged social media platforms and online job boards to advertise open positions and engage with potential candidates.
  • Called prospective clients in market area to explain products offered and qualify leads.
  • Informed clients of policies and procedures.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Trained and mentored new sales representatives.
  • Increased sales by offering advice on purchases and promoting additional products.

Education

Life And Health License, SIE, Series 6, Series 63

Kaplan University, Online

Skills

  • Insurance Industry Knowledge
  • Customer Needs Assessment
  • Retirement Planning
  • Insurance Recommendation
  • Funding Education
  • Cold Calling
  • Mutual Funds Knowledge
  • Prospecting Clients
  • Financial Presentations
  • Prospecting Techniques

Languages

English
Native or Bilingual

Timeline

Relationship Banker - Chase Bank
02.2023 - Current
Financial Services Professional - New York Life Insurance Co
01.2021 - 11.2022
District Leader - Primerica
07.2019 - 01.2021
Kaplan University - , Life And Health License, SIE, Series 6, Series 63

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Souleman FoudjaRegister Representative