Tawab Kokumo
Antioch,IL
Summary
Charismatic and goal-oriented Financial Representative skilled in educating clients on investment strategies and risk management. Proven ability to develop strong relationships with anyone. Being self-employed establishes a system building leaders has taught me to the essence of adapting to any industry.
Overview
3
3
years of professional experience
Work History
Financial Representative
Primerica
San Antonio, Texas
03.2024 - Current
- Educated clients on investment strategies and risk management techniques.
- Assisted clients in understanding financial products and services through Primerica.
- Coordinated meetings to review financial plans and address client concerns.
- Developed strong relationships with clients to ensure ongoing satisfaction.
- Collaborated with team members to streamline processes for client onboarding procedures.
- Developed marketing materials such as brochures, flyers, newsletters, and other documents related to financial services.
Education
Some College (No Degree) - Biology
Temple College
Temple, TXSkills
Financial analysis
Risk management
Client relationship management
Time management
Accountability
Goal oriented
Adaptability
Leadership Skills
Timeline
Financial Representative
Primerica
03.2024 - Current
Some College (No Degree) - Biology
Temple College