Lamis Barakat Khalifa

Allianz Insurance

01.2018 - Current

An insurance advisor providing financial advice to clients on retirement planning, investing, and protecting against risks
Developed and deepened relationships with new and existing clients
Consulted with clients to assess and meet short- and long-term financial goals
Oversaw and preserved records of financial transactions to optimize workflow and maintain consistent documentation
Interviewed clients to identify income, expenses, and financial objectives, developing customized financial plans suitable for needs
Prepared income projection and investment reports for clients to view income and balance sheet and determine investment strategies
Provided advice regarding risk management policies and prevention strategies to avoid losses and bad investments for clients
Researched financial market trends to stay abreast with updates and provide proper forecasting and planning for clients
Examined tax status and risk tolerance to maximize income and save money
Assessed financial data derived from clients to design innovative strategies, exceeding financial goals of clients
Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability
Analyzed customer needs and provided the best options, upselling products and services
Increased client retention through loyalty rewards and incentivization program.

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