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Semi-retired Insurance Broker-Sold Investments &Insurance Products

Location:
Brooklyn, NY
Posted:
September 03, 2023

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Resume:

ALEXANDRU IACOBI

****-**** ***., #*** **. Brooklyn, NY 11204 Tel :201-***-****(Day) adzfxj@r.postjobfree.com

OBJECTIVE: Seeking a challenging and rewarding position in a company that will utilize my education, training and experience, as well as have room for career advancement.

SUMMARY

Developed strategies to maximize customer satisfaction and response. Approached situations fully focused and fulfilling the needs of customers. Targeted tens of thousands of potential customers, qualified them and customized approaches that led to positive interest in the products I introduced to them and an excellent rate of closed sales.

PROFESSIONAL CAPABILITIES

SALES/MARKETING

Assessed clients financial needs; recommended and implemented customized strategies.

Solicited business from persons responding to advertising of Insurance Products.

Studied under a brokerage house firm during training for Stockbroker License.

Marketed Financial Services Products/ Investments to clients in person.

I was # 3 in sales in the first 2 quarters after Sept.9,2001 at Citibank as a new employee, covering 2 branches by myself at the same time, where before me, worked 3 brokers and managed $350 Million in investment assets.

Interacted with and advised potential buyers of homes in Florida.

Promoted several items manufactured under my management .

Promoted International & Domestic Travel Packages.

CUSTOMER SERVICE

Managed two shifts of taxi drivers operating with customer satisfaction as our first objective.

Responded to the needs of executive level passenger clientele in a professional manner.

Rendered excellent customer service by paying attention to detail, troubleshooting and following through.

Established a loyal clientele by prompt response to quality requests .

Polished diamonds in a showroom environment.

EXPERIENCE

03/2004-Present Self Employed

01/2001-03/2004 CIS/Citibank Stockbroker/Investment Adviser New York

10/99-01/2001. GKN SECURITIES-INVESTEC ERNST Stockbroker New York

02/99-08/99. GSG SECURITIES, INC Account Executive New York

12/97-02/99. METLIFE Insurance Agent New York

06/97-12/97. Guardian Insurance Insurance Agent Brooklyn NY

02/95-12/95. Davel Limousine Co. Chauffeur L.I.C NY

02/93-02/95. Ronart&Irene Leasing Co . Chauffeur L.I.C NY

03/92-02/93 Castro&Castro RLT. Real Estate Agent L.I.C NY

01/89-09/91. CAPRICE INC. Diamond- Polisher Haifa Israel

02/80-01/89. ARTA INCALTAMINTEI Production Manager Bucharest, Romania

Education

Cretulescu College- Bookkeeping Degree Bucharest, Romania

NASD Registered Representative ( Series 6,7 & 63,65) Up to 2006. Life& Health insurance Licensed, H&R Block Income Tax Preparation course

LANGUAGES: English, French, Romanian & Hebrew.



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