A.J. Fox

A.J. Fox Email and Phone Number

Health Insurance Agent @ Synergy Insurance Affiliates
United States
A.J. Fox's Location
Delray Beach, Florida, United States, United States
A.J. Fox's Contact Details

A.J. Fox personal email

n/a
About A.J. Fox

A forward-thinker with over 20 years of extensive experience as a Sales Executive making complex transactions combining strong commercial awareness with a proven commitment to client service excellence. Collaborates with cross-functional teams and work effectively on own initiative to exceed targets and expectations. Accustomed to working under fast-paced, and time-sensitive circumstances. .

A.J. Fox's Current Company Details
Synergy Insurance Affiliates

Synergy Insurance Affiliates

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Health Insurance Agent
United States
A.J. Fox Work Experience Details
  • Synergy Insurance Affiliates
    Health Insurance Agent
    Synergy Insurance Affiliates
    United States
  • Ushealth Advisors , A Unitedhealthcare Company
    Licensed Insurance Agent
    Ushealth Advisors , A Unitedhealthcare Company May 2023 - Present
    Boca Raton, Florida
    At US Health Advisors, we provide affordable, comprehensive health insurance coverage for individuals, families, and small businesses. Contact me today to review your eligibility, and generate a free, no obligation quote. With the ability to compare all health insurance products available in your zip code, the process is efficient and hassle-free. I look forward to connecting with you!
  • Jwilliams Staffing
    Licensed New Home Sales Consultant
    Jwilliams Staffing Dec 2018 - Apr 2020
    Palm Beach County Fl
    • Engage visitors, establishing a relationship and determine their home buying needs.• Accompany visitors through the welcome home centers, models and inventory homes answering questions, providing information about the community and discussing features of the homes. • Provided timely and consistent follow-through with customers from initial contact; the purchase and financing process, through all closing and post closing activities.
  • Gokapital
    Commercial Banker
    Gokapital Apr 2015 - Nov 2018
    Miami, Florida
    • Assisted day-to-day sales management of the customer base, maintaining open communication with clients and offering reliable solutions. • Worked with the logistics team to evaluate resource efficiency and identify opportunities to increase productivity and sales.
  • Morgan Stanley Wealth Management
    Vice President/Financial Advisor
    Morgan Stanley Wealth Management Jul 1996 - Feb 2014
    Boston, Ma
    • Earned Director’s Club membership based on production; Registered with NASD: Series 7,63,65,31. • Generated increased annual revenue by developing, presenting, negotiating investment changes to keep up with new market opportunities. • Recognized for navigating difficult conversations and effectively presented complex financial terms and deliverables to support a continuous increase in investment return. • Worked collaboratively with the sales team to facilitate the achievement of challenging targets for the sale of financial products and investments.• Informed clients and influenced investment decisions by researching industry and competitive trends. • Prepared and presented presentations on risk and award of investments
  • Transamerica Financial Services
    Senior Executive Branch Manager
    Transamerica Financial Services Sep 1994 - Jul 1996
    Greater Boston Area
    Originated, underwrote, serviced and closed real estate, automobile and signature loans.Expanded client base through telemarketing, referral sources and marketing campaigns.Provided financial counseling.Resolved 60 day plus delinquent accounts.Prepared foreclosure analysis and marketed REO properties.Hired, trained and motivated sales and clerical staff.Monitored and enforced proper underwriting guidelines.Insured accurate daily reporting and performed forecasting. Earned an incentive trip based on overall branch performance.
  • Transamerica Financial Services
    Assistant Manager
    Transamerica Financial Services Sep 1992 - Sep 1994
    La Jolla, Ca
    Completed a three-phase manager training program.Solicited new business from existing and paid accounts.Checked credit, interviewed prospects and submitted loans.Resolved 30-day delinquent accounts. Processed mail solicitation.

A.J. Fox Skills

Wealth Management Finance New Home Sales Sub Prime Financing Real Estate Education Funding Retirement Planning Investment Advisory Asset Allocation Portfolio Management Asset Management Subprime Automobile Lending Subprime Mortgage Lending Sales Commercial Real Estate Financing Financial Modeling Analysis Alternative Investments Uncollateralized Business Loan Solutions B2b Leadership Management Fixed Income Trading Equity Trading

A.J. Fox Education Details

  • University Of Massachusetts, Dartmouth
    University Of Massachusetts, Dartmouth
    Finance

Frequently Asked Questions about A.J. Fox

What company does A.J. Fox work for?

A.J. Fox works for Synergy Insurance Affiliates

What is A.J. Fox's role at the current company?

A.J. Fox's current role is Health Insurance Agent.

What is A.J. Fox's email address?

A.J. Fox's email address is aj****@****tal.com

What schools did A.J. Fox attend?

A.J. Fox attended University Of Massachusetts, Dartmouth.

What skills is A.J. Fox known for?

A.J. Fox has skills like Wealth Management, Finance, New Home Sales, Sub Prime Financing, Real Estate, Education Funding, Retirement Planning, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Subprime Automobile Lending.

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