Dmitry Burshtein

Advisor, Financial Planning; Insurence Agent

Menora Mivtahim Insurance Ltd.

11.2020 - 12.2023

Informed clients of policies and procedures.
Achieved revenue growth targets by consistently meeting sales quotas through diligent prospecting and relationship building efforts.
De-escalated and resolved customer complaints with punctual, polite and professional service.
Established rapport with clients by actively listening to their needs and preferences before presenting suitable solutions accordingly.
Generated leads for sales and rental properties through cold calls and referrals.
Increased client satisfaction by providing personalized selling strategies tailored to their individual needs.
Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
Orchestrated client meetings to discuss and refine service delivery, enhancing client retention.
Streamlined documentation process, reducing turnaround time for contract approvals.
Managed scheduled meetings to maintain satisfaction of buyers and facilitate smooth purchases.
Worked closely with clients to facilitate appropriate loans.
Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Calculated quotes and educated potential clients on insurance options.
Evaluated accuracy and quality of data entered into agency management system.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Analyzed customer needs to provide customized insurance solutions.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Generated leads through cold-calling, networking and other outreach methods.
Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
Assisted clients in navigating life transitions such as retirement, estate planning, or business succession by providing clear guidance and tailored recommendations.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Worked with clients to support understanding of rationale and details of financial strategies.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Helped clients make informed decisions about financial future.
Studied financial documents to identify potential areas needing improvement.
Presented financial plans and investment recommendations to clients.
Advised clients on investments, retirement and estate planning.
Assisted clients with budgeting and cash flow management.
Contacted customers to immediately find resolutions for escalated issues.