Jones Agyei
Accra
Summary
Dynamic Financial Consultant with a proven track record at Prudential Life Insurance Ghana, specializing in investment advice and client relations. Successfully enhanced portfolio performance through market analysis and tailored solutions, while mentoring junior consultants. Recognized for exceptional customer service and strategic problem-solving, driving significant growth in client satisfaction and retention.
Overview
24
24
years of professional experience
Work History
Financial Consultant
Prudential Life Insurance Ghana
08.2021 - Current
- Analyzed client financial needs to develop tailored insurance solutions.
- Collaborated with clients to assess risk profiles and recommend appropriate coverage options.
- Provided expert guidance on investment strategies and retirement planning for diverse clientele.
- Delivered comprehensive presentations on policy benefits and financial planning strategies to clients.
- Reviewed and updated client portfolios ensuring alignment with financial goals and market trends.
- Mentored junior consultants in best practices for client relationship management and service delivery.
- Conducted market research to identify emerging trends and opportunities in the insurance sector.
- Streamlined process for policy issuance, improving turnaround time for client requests.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Implemented tax-saving strategies for clients, maximizing returns and minimizing liabilities.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
Business Development Manager
Forewin Ghana Limited
04.2016 - 05.2020
- Developed strategic partnerships to enhance market penetration and drive revenue growth.
- Analyzed market trends to identify new business opportunities and inform decision-making processes.
- Led cross-functional teams in executing business development initiatives, ensuring alignment with company objectives.
- Cultivated strong relationships with key stakeholders, fostering collaboration and trust within the industry.
- Conducted competitive analysis to refine product offerings and improve positioning in the marketplace.
- Implemented CRM systems to streamline client management and track sales performance effectively.
- Mentored junior team members, enhancing their skills in sales strategies and client engagement techniques.
- Spearheaded marketing campaigns to boost brand visibility and attract new clients through targeted outreach efforts.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Generated new business with marketing initiatives and strategic plans.
Warehouse Supervisor
Unilever Ghana Limited
02.2002 - 2015
- Supervised daily warehouse operations to ensure efficient workflow and timely order fulfillment.
- Trained and mentored staff on safety protocols and operational procedures to enhance team performance.
- Implemented inventory management systems to optimize stock levels and reduce discrepancies.
- Coordinated with logistics teams to streamline shipment processes and improve delivery timelines.
- Conducted regular inspections of equipment and facilities to maintain compliance with safety standards.
- Analyzed operational data to identify areas for process improvements and cost reductions.
- Developed training programs for new employees, enhancing onboarding efficiency and effectiveness.
- Collaborated with cross-functional teams to align warehouse activities with overall business objectives.
- Supervised warehouse operations by managing employees during shifts.
- Supervised shipping and receiving, distribution and workplace safety.
- Used warehouse management software to reconcile daily inventory.
- Managed a team of warehouse workers for optimal scheduling, task delegation, and overall productivity.
Education
MBA - Procurement, Logistics And Transportation
Accra Business School
Accra Ghana 11.2018
Bachelor of Science - Marketing
University of Ghana
Accra11.2013
Skills
- Technical analysis
- Mutual funds
- Trend analysis
- Estate planning
- Insurance planning
- Investment advice
- Retirement planning
- Wealth management
- Fixed income analysis
- Market forecasting
- Investment consulting and planning
- Client relations
- Sales expertise
- Business development
- Customer service
- Problem-solving
- Time management
- Insurance sales
- Conflict resolution
- Sales and marketing
Timeline
Financial Consultant
Prudential Life Insurance Ghana
08.2021 - Current
Business Development Manager
Forewin Ghana Limited
04.2016 - 05.2020
Warehouse Supervisor
Unilever Ghana Limited
02.2002 - 2015
MBA - Procurement, Logistics And Transportation
Accra Business School
Bachelor of Science - Marketing
University of Ghana