Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Languages
Timeline
Generic
BENOY BABY MATHAI

BENOY BABY MATHAI

lower Hutt,Lower Hutt

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in loans, wealth management, medical, life, motor vehicle and general insurance.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Associate Advisor

Foxplan Ltd
09.2022 - Current
  • Remained knowledgeable about Products & Services while becoming subject matter expert in key areas.
  • Navigated multiple systems to manage requests.
  • Achieved qualitative and quantitative targets for individual performance.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment..
  • Served customers and followed outlined steps of service.
  • Resolved problems, improved operations and provided exceptional service.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

Financial Advisor

Continental Insurance Brokers LLC
11.2013 - 07.2022
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
  • Cold-called leads and closed large number of new sales over several months.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Remained impartial in order to advise clients based on circumstances.

Insurance Advisor

Kingstar Insurance Agencies LLC, LIC International
08.2005 - 10.2013
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Built relationships with clients using active listening and issue resolution to provide excellent service
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Met and exceeded revenue goals through generating new leads and identifying new clients.
  • Reviewed customer needs and financial means to determine appropriate policy offerings.
  • Sold life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Stayed in touch with clients to assess changing demands and offer new solutions.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Handled outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.
  • Met and exceeded revenue goals through generating new leads and identifying new clients.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.

Education

MBA - Marketing Management

Jaipur National University
India

Skills

  • Prospecting & Direct Selling
  • Customer Service and Assistance
  • New Business Generation
  • Business Development and Planning
  • Customer Needs Assessments
  • Lead Identification and Generation
  • Excellent Communication Talents
  • Ethical Standards
  • Upselling
  • Customer Inquiry Response
  • Solving Customer Concerns
  • Product and Service Knowledge
  • Network Development
  • B2B Sales
  • Consultative Selling
  • Insurance Policy Sales
  • Insurance Customization
  • Policyholder Communication
  • Policy Renewals

Accomplishments

  • Achieved MDRT production goals with highest standard of ethics, knowledge and productivity .Served 1023 clients effectively to achieve their dreams and financial goals.

Affiliations

Million Dollar Round Table (The premier Association of Financial Professionals) Park Ridge, Illinois, USA.

Certification

Financial Advisors International Qualification - Chartered Insurance Institute, London, UK.

New Zealand Certificate in Financial Services (Life, Disability and Health Insurance) (Level5) - Strategi Institute,

Languages

English
Full Professional
Malayalam
Native or Bilingual
Hindi
Limited Working

Timeline

Associate Advisor

Foxplan Ltd
09.2022 - Current

Financial Advisor

Continental Insurance Brokers LLC
11.2013 - 07.2022

Insurance Advisor

Kingstar Insurance Agencies LLC, LIC International
08.2005 - 10.2013

MBA - Marketing Management

Jaipur National University

Similar Profiles

CREATE PROFILE
BENOY BABY MATHAI