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zubeida_wasai

Zubeda W

@zubeida_wasai

Financial Solutions Consultant

Kenya
English
About me
I am an enthusiastic financial consultant with a background in actuarial science. I am passionate about helping individuals and businesses make informed decisions to secure their financial future. I thrive on building meaningful relationships and deliver tailored strategies. With experience in client engagement, risk assessment, and insurance solutions, I thrive on building meaningful relationships and delivering tailored strategies that truly make a difference.... Read more

Skills

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zubeida_wasai
Zubeda W
Offline • 
Average response time: 1 hour

See my services

Business Strategy & Innovation
I will create a personalized financial plan
From$20 / projectMore details
Budgeting & Forecasting
I will review business finances and give risk and growth strategy
From$30 / projectMore details

Portfolio

Work experience

State_Farm

financial consultant

State Farm • Freelance

Sep 2023 - Present • 2 yrs 8 mos

📈 Grew a thriving client portfolio from the ground up, consistently expanding my client base through trust-building and personalized financial guidance 🧠 Empowered clients to make informed financial decisions by breaking down complex insurance products, risk assessments, and investment options into clear, actionable advice 🤝 Built long-term client relationships rooted in transparency and results, leading to strong referrals and repeat business 📊 Conducted in-depth financial needs analyses for each client, ensuring their coverage and financial plans aligned with their life goals and risk tolerance 🌍 Served a diverse client base across the world, tailoring solutions to individuals, families, and small business owners