Joel Nkansah

Finance Major | Aspiring Financial Analyst | Real Estate Minor | Seeking Internship Opportunities

Role
Insurance Overwriter Agent at Wfg
Location
Tempe, AZ, US
LinkedIn followers
500 followers

About Joel Nkansah

Hello, I am a College student at Arizona state university. I am pursuing a bachelor in science finance degree. I am enthusiastic about growing and gaining new skills in my finance journey. I value learning from others, and making genuine connections.

Experience

  1. Insurance Overwriter Agent

    Wfg

    Jun 2024 — Present

    Delivered comprehensive insurance solutions for individuals and businesses, including life, health, auto, and property policies.Developed and maintained a strong client base by providing personalized customer service and building long-term relationships.Analyzed clients’ financial status, coverage needs, and risk profiles to recommend optimal insurance products.Processed insurance applications, policy changes, claims, and renewals while ensuring compliance with regulatory requirements.Conducted presentations and seminars on insurance options and best practices to educate clients and increase product awareness.Exceeded monthly sales goals by an average of 15% through effective prospecting and lead generation efforts.Negotiated and finalized policy terms, premiums, and conditions to meet both client and company objectives.Utilized CRM software to track and manage client interactions, ensuring timely follow-ups and retention.

Education

  • W. P. Carey School of Business, Arizona State University

    Bachelor of Science

    2022

  • Arizona State University

    Finance - BS, Real Estate

    2022 — 2026

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Joel Nkansah — Insurance Overwriter Agent at Wfg in Tempe, AZ, US | Unifers