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Work experience

Mar 2009Present

Vice President

Alltrust Insurance Group
  • Planning, managing and control of organization
  • Building and maintaining exceptional relationship with affluent customers
  • Offer solutions through a wide range of insurance products
  • Strategic planning and developing successful sales plans
Jan 2004Mar 2009

Insurance Agent

Discount Insurance Center Inc

·Top producer reward ( insurance products sales)

·Cross selling ( sale of additional products to existing customers)

·Customer service

·Application of different sale techniques

Education

Skills

Excellent Communication skills
Proficient in MS Office Applications
Professionalism
Strategic planning skills

Objective

Seeking a relationship banker position in a reputable company to attract, deepen and manage financial relationships with affluent customers.

Interest

Wealth management, stocks trading, options, futures, risk management, insurance industry.

Certifications

Jun 2010Present

Online Trading Academy Completition Certificate

Stocks, Bonds, Futures, Options