Léa-kathly Assaf
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Licensed Insurance Agent & Team Manager
Boca Raton, Florida, United States
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Résumé
Jobs
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- IInsurance Sales SpecialistDec 2023 - Current (2 years 11 months)Consult with clients to recommend appropriate life insurance solutions. Manage the sales process from first contact to policy placement. Build client relationships while consistently meeting sales goals
Life Insurance ConsultantPinnacle Life GroupDec 2023 - Current (2 years 11 months)As a licensed insurance agent I specialize in designing solutions to protect my clients’ financial futures: Mortgage Protection: Utilizing life insurance programs, I safeguard homeowners by ensuring that their mortgages are protected in the event of chronic or critical illnesses, disabilities, or untimely death. Retirement Planning: Leveraging Indexed Universal Life (IUL) policies, I help clients grow tax-advantaged cash value for retirement while providing lifelong protection. Annuities: I assist clients in rolling over retirement accounts into annuities that guarantee growth and protection against market volatility. Each recommendation is based on a deep understanding of my clients’ financial goals, ensuring peace of mind and long-term st- Business Development InternaddactisJun 2023 - Aug 2023 (3 months)During my Business Development Internship - I delivered actuarial solutions product demos for international and local insurance companies. I enhanced my skills and my knowledge in the actuarial field by offering insurtech solutions for P&C reserving, pricing, IFRS17, modeling, financial reporting. I developed short-term and long-term vision and strategy to achieve targeted sales objectives and expanding into the international markets.
Education
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- IInstitut de Science Financière et d'Assurances (I.S.F.A) — Master's degree, Actuarial ScienceJan 2021 - Dec 2023 (3 years)Stochastic Calculus, Econometrics, Statistics and Data Analysis, Data Management Tools, Simulation Techniques and Advanced Programming, Optimization and Option Theory, Finance, Insurance, Economics of Risk and Insurance, Generalized Linear Models, Project Management, Professional Integration and Networking.
- Lebanese University — Bachelor's degree, MathematicsLebanese UniversityJan 2018 - Dec 2021 (4 years)Calculus, Linear Algebra, Discrete Mathematics, Real Analysis, Complex Analysis, Differential Equations, Abstract Algebra, Probability and Statistics, Numerical Analysis, Mathematical Logic, Geometry, Number Theory, Topology, Mathematical Modeling, Mathematical Proof and Reasoning.