Conor Medwid Email & Phone Number

Jenkintown, Pa, Us

West Chester, Pennsylvania, United States

-Product Performance Analysis: Monitor and evaluate annuity product performance, identify trends, and conduct competitive benchmarking.-Actuarial and Financial Support: Collaborate with actuarial teams to troubleshoot pricing and risk issues while developing financial models to optimize product strategies.-Cross-Functional Coordination: Work with marketing, sales, legal, and compliance teams to ensure successful product implementation and adherence to regulations.-Lifecycle Management: Assist in the development, enhancement, and lifecycle management of annuity products based on market research and business goals.-Stakeholder Communication: Prepare and present performance reports, insights, and recommendations to stakeholders, ensuring effective communication and issue resolution.

Jenkintown, Pennsylvania, United States

-Client Needs Assessment: Consult with clients to understand their financial goals, needs, and risk tolerance to recommend appropriate life insurance policies and coverage levels.-Policy Sales and Enrollment: Present and explain policy options, benefits, and costs to clients, assisting them in selecting and enrolling in suitable insurance plans.-Compliance and Documentation: Ensure all applications, policy documents, and transactions comply with industry regulations and company standards, maintaining accurate records.-Lead Generation and Relationship Building: Identify and develop new leads through networking, referrals, and marketing initiatives, while maintaining relationships with existing clients for renewals and cross-selling opportunities.-Claims Assistance and Customer Service: Support clients in the claims process, providing guidance and addressing questions to ensure a smooth and satisfactory experience.

Warrington, Pennsylvania, United States

-Customer Relationship Management: Engage with customers to understand their needs, preferences, and budget to recommend suitable vehicles.-Sales Process Execution: Guide customers through the entire sales process, including product demonstrations, test drives, and financing options.-Negotiation and Closing: Negotiate pricing, trade-ins, and financing terms to secure sales agreements while maintaining profitability and customer satisfaction.-Product Knowledge: Maintain an in-depth understanding of the dealership's inventory, including features, specifications, and benefits, to effectively answer customer inquiries.-Documentation and Compliance: Complete all necessary paperwork for sales transactions accurately and in compliance with dealership policies and legal requirements.

Bachelor Of Science - Bs, Actuarial Science

Activities and Societies: Treasurer of Actuarial Society of WCU

Associate Of Science - As, Business Administration And Management