Ikhlas Solomon
Bankers Life Insurance
Durham
1
Certification
6
years of professional experience
Dedicated retirement specialist with strong client communication skills. Proven track record in personalized strategy development and Medicare enrollment assistance.
Work History
Retirement Specialist
1 Year- Developed personalized retirement strategies based on client needs and goals.
- Guided clients in navigating retirement planning options and benefits to enhance decision-making.
- Facilitated educational meetings to empower clients with knowledge of retirement solutions and strategies.
- Supported clients through Medicare enrollment processes and eligibility verification to ensure compliance and access to benefits.
- Responded to client inquiries regarding policy details and changes promptly.
- Maintained accurate records of client interactions and documentation.
Perishable Manager
5 Years 6 Months- Oversaw inventory management for perishable goods, ensuring quality and compliance with safety standards.
- Implemented effective merchandising strategies to maximize product visibility and reduce waste.
- Trained and mentored team members on proper handling and storage of perishable items.
- Streamlined ordering processes, enhancing efficiency in inventory turnover and replenishment cycles.
- Developed promotional displays to increase sales of seasonal perishable products.
- Analyzed sales data to identify trends and adjust inventory strategies accordingly.
Education
High School Diploma
Skills
Retirement planning
Medicare enrollment assistance
Financial strategy development
Policy analysis
Client relationship management
Educational presentation
Long-term care planning
Continuing education commitment
Cash flow management
Client relationship building
Certification
- Medicare Supplement/Long Term Care
- Life insurance
- Accident & Health or Sickness
military experience
Marine Corps
Timeline
Retirement Specialist
Bankers Life Insurance
08.2025 - CurrentRead More
Perishable Manager
Food Lion
08.2020 - 02.2026Read More
Panther Creek Highschool
High School Diploma
Read More