Ahmad Traoui, MBA

• Consistently prospected for insurance and annuity cases while maintaining monthly sales targets.
• Enhanced customer relationships with personalized service and addressing individual concerns promptly.
• Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
• Customized investment portfolios based on client risk tolerance and financial goals, optimizing asset allocation.

• Developed customized insurance solutions to meet client needs and enhance policyholder satisfaction.
• Conducted comprehensive risk assessments to determine appropriate coverage levels for clients.
• Built and maintained strong client relationships through effective communication and follow-up strategies.
• Analyzed market trends to identify opportunities for growth and targeted outreach initiatives.

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.

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