Financial Services Cold Calling

SF Souleman Foudja

Yonkers, NY ***** 914-***-**** ad8gkw@r.postjobfree.com

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PROFESSIONAL

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.

SKILLS Insurance Industry Knowledge

Customer Needs Assessment

Retirement Planning

Insurance Recommendation

Funding Education

Cold Calling

Mutual Funds Knowledge

Prospecting Clients

Financial Presentations

Prospecting Techniques

WORK HISTORY RELATIONSHIP BANKER 02/2023 to CURRENT Chase Bank New York, NY

Performed thorough analyses on credit applications, minimizing loan default risks while adhering to regulatory compliance standards. Streamlined internal processes for improved efficiency, leading to faster transaction processing times and higher customer satisfaction levels. Facilitated effective communication between clients and bank representatives, ensuring a seamless account management experience. Managed multiple customer accounts efficiently, ensuring accurate record- keeping and timely resolution of issues.

Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services. Collaborated with sales team members to ensure seamless handoff of referred clients for further nurturing and closing deals. Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets. Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.

Increased client satisfaction by providing tailored financial advice and personalized banking solutions.

Opened, closed, and updated accounts for customers. Collaborated with the sales team to refine cold calling strategies, leading to more productive conversations with prospects.

FINANCIAL SERVICES PROFESSIONAL 01/2021 to 11/2022 New York Life Insurance Co New York, NY

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 07/2019 to 01/2021

Primerica Elmsford, NY

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

LANGUAGES English

Native or Bilingual

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