Jully Saraiva
MBA | Brazilian Lawyer | Financial Planner l Notary Public
- Role
- Licensed Financial Planner at National Life Group
- Location
- Davenport, FL, US
- LinkedIn followers
- 500 followers
About Jully Saraiva
Bilingual (Portuguese and English) legal professional with over 10 years of experience advising individuals and businesses on Brazilian Civil, Labor, Public, and Corporate law. Member of the Brazilian Bar, committed to providing clear and strategic legal counsel, building strong client relationships. In addition, proficient in intermediate Spanish. With a well-rounded skill set, also bring one year of experience as a Notary Public and Financial Planner, offering personalized financial advice and document notarization services. This diverse background allows to deliver comprehensive, multi-disciplinary solutions to clients. Core Strengths: • Proven leadership and strong interpersonal skills • Exceptional analytical, time management, and multitasking abilities • Detail-oriented and highly organized • Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Experience
Licensed Financial Planner
Mar 2024 — Present
As a Life Insurance Agent, I am committed to providing personalized financial protection solutions to individuals and families. I excel in driving sales through effective prospecting, lead generation, and compelling sales presentations. By conducting thorough client needs analyses and detailed financial assessments, I recommend tailored insurance coverage options—including term life, whole life, universal life, and variable life—to meet each client’s unique needs.My role encompasses providing full support throughout the insurance process, from underwriting assistance and policy issuance to policy delivery and ongoing customer service. I also specialize in claims assistance, ensuring beneficiaries receive seamless support during the claims process.Dedicated to compliance and professional development, I stay up-to-date with industry standards and regulatory changes. My focus on building and nurturing long-term client relationships fosters trust and loyalty, ensuring clients have the right coverage throughout their life stages.
Education
Westcliff University
Master of Business Administration - MBA
2021 — 2023
Universidade Candido Mendes
Postgraduate Degree
2018 — 2018
Pontifícia Universidade Católica de Minas Gerais
Bachelor of Laws - LLB
2012 — 2017
Universidade Candido Mendes
Postgraduate degree
2018 — 2019
Skills
- Estratégia Empresarial
- Microsoft Powerpoint
- Inglês
- Negociação
- Planejamento Estratégico
- Portuguese
- Liderança De Equipe
- Gestão
- Microsoft Office
- Microsoft Word
- Microsoft Excel
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