VARUN PATEL
Marietta, GA ****6
*************@*****.***
PROFILE:
- Georgia Life, Accident and Sickness License
- Strong academic background in Marketing and Selling strategies, Advertising, Marketing Research, Corporate Finance, Project Management and Systems Analysis.
- Project and academic background dealing with Project Management, People and Organization, Buyers Behavior, and Business Analysis.
- Over 5 years in marketing, business-to-business sales, and inside sales experience. Proficient in presentation skills, sales presentation, customer presentation, group presentation, sales process, cold calling, B2B sales, and business development. Interpersonal skills, organized, highly motivated, self starter, fast learner and I can grasp new concepts quickly, hunter mentality, and strong work ethic. I work well in a team environment and individually. Thorough, accurate, detailed oriented and skilled at troubleshooting and preserver in meeting deadlines.
- Computer application proficient in Microsoft Word, Excel, Access, Power Point, Microsoft Office Suite, Microsoft Outlook, Microsoft Project, RUP, COCOMO, SQL, Visio, Java, C++, HTML, FTIS, Agency Portal, and Marketing research programs.
- Fluent in Indian languages- Gujarati and Hindi.
PROFESSIONAL EXPERIENCE:
Independent Agent, Marietta, GA
March 2010- Current
Financial Services Professional, Agent
Daily Responsibilities:
- Built, managed, and operating a professional financial services practice for almost 2 years through revenue generated by commission based sales and a sales process driven on relationship selling.
- Obtained qualified leads through cold calling, marketing and prospecting to target markets by active participation in community events and local organizations, and direct advertising.
- Perform analysis and evaluation of insurance risk exposure for businesses and individuals on life, disability, and long-term care insurance. Reviewed employee benefits to determine gaps in benefits coverage, audited existing insurance contracts to explain contract terms and estimated product performance.
New York Life, Atlanta, GA
March 2008- March 2010
Financial Services Professional, Agent
Daily Responsibilities:
- Analyzed financial information obtained from clients to determine strategies for helping clients meet their financial objectives. Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy. Fourth quarter of 2009 I received Show Me the Money award for closing most cases in the unit.
- Built and maintained client bases, kept current client plans up-to-date and acquired new clients on an ongoing basis. Provided continuous customer service to existing and new clients and in 2009 I received customer satisfaction recognition in the unit.
- Explained and documented for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial professional. Answer clients' questions about the purposes and details of financial products, services and strategies. Implemented financial planning recommendations, or referred clients to other professionals who can assist them with plan implementation.
P O H Productions, Atlanta, GA
May 2007 –March 2008
Executive Account Manager, Sales
Daily Responsibilities:
-Developed and delivered new marketing strategies for a range of products to the team, office and clients.
-Assisted sales/service team in motivating, leading, improving customer satisfaction and quarterly quota.
-Increased company awareness via direct marketing, advertising, promotions, conducted research, and disseminated information by using various communication methods.
-Manage a team during the events to accommodate our clients' production needs and expectations.
EDUCATION:
Georgia State University, Atlanta, GA
Robinson College of Business
Bachelor of Business Administration Marketing and minor in Computer Information Systems (CIS)