Ahmad Traoui
WORCESTER
Summary
Financial services professional with strong analytical and problem-solving skills. Known for collaborative approach and adaptability to changing needs. Proven ability to analyze financial data, develop strategies, and drive results. Recognized for reliability and focus on achieving team goals. Skilled in financial planning, risk assessment, and client relationship management.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life & NYLIFE Securities
01.2025 - Current
- Implemented risk management strategies to minimize potential losses in volatile market conditions.
- Delivered informative presentations on various financial topics, educating clients on sound investment practices.
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
Licensed Insurance Agent
New York Life Insurance Company
10.2023 - 01.2025
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
Education
Business Administration
Anna Maria College
Paxton, MA05.2023
MBA - Business Administration
Anna Maria College
Paxton, MA05-2024
Skills
- Insurance planning
- Retirement strategy development
- Investment strategies
- Life insurance strategy development
- Effective relationship development
- Strategic team guidance
Certification
- Life Insurance License
- Health Insurance License
- Securities Industries Essentials (SIE)
- Series 6
Timeline
Financial Services Professional
New York Life & NYLIFE Securities
01.2025 - Current
Licensed Insurance Agent
New York Life Insurance Company
10.2023 - 01.2025
Business Administration
Anna Maria College
MBA - Business Administration
Anna Maria College
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