Somesh Chavhan
Financial Analyst | Bloomberg Certified, Financial Statement Analysis
- Role
- Sales Representative at Colonial Life
- Location
- Stockton, CA, US
- LinkedIn followers
- 500 followers
About Somesh Chavhan
I am a financial analyst at Eberhardt Student Investment Fund, where I apply my Bloomberg…
Experience
Sales Representative
Apr 2024 — Present · Stockton, CA, US
Built and maintained strong client relationships, offering tailored insurance solutions for life and accident coverage.•Conducted consultations to assess client needs, presenting comprehensive product options.•Managed policy renewals and ensured customer satisfaction through consistent follow-ups.•Collaborated with team members to achieve sales targets, contributing to overall organizational growth.•Utilized CRM tools to track leads and sales progress, maintaining detailed client records.
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