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Zola Philipp

Zola Philipp

Insurance Based Financial Advisor

Mutual of Omaha

Brooklyn, NY

Life is a song - sing it. Life is a game - play it. Life is a challenge - meet it. Life is a dream - realize it. Life is a sacrifice - offer it. Life is love - enjoy it. Sai Baba

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“The person who risks nothing, does nothing, has nothing, is nothing, and becomes nothing. He may avoid suffering and sorrow, but he simply cannot learn and feel and change and grow and love and live.” Leo F. Buscaglia
Interests

I'm a Big Dreamer. Enjoy the company of strong confident women. Love the Theater; Ballet, Opera, Broadway shows. My favorite thing to do is LAUGH, can't live without it. Enjoy travelling and everything fashionable.

I'm currently doing what I love. I am passionate about advising people and guiding them towards a more secure and fulfilling future. I'd like to offer my skills and experience to enlighten, educate and empower!
Career medium 02

Mutual of Omaha

Insurance Based Financial Advisor

• Sell financial products such as life insurance, long-term and short-term disability, critical
illness insurance and annuities
• Perform a needs analysis with clients to determine their current income, expenses, insurance
coverage, financial objectives and other information needed to develop a financial plan
• Recommend strategies clients can use to achieve their financial goals and objectives,
including specific recommendations in insurance coverage and financial planning
• Review clients’ accounts and plans regularly to determine whether life changes, economic
changes and financial performance indicate a need for plan reassessment
• Answer clients' inquiries about the purposes and details of financial plans and strategies
• Build and maintain client bases, keeping current client plans up-to-date and recruiting new
clients on an ongoing basis
• Provide professional, accurate, and efficient customer service to the wide range of Mutual of
Omaha clients

Career

Saks Fifth Avenue

Sales Associate/Stylist

Career medium 03

JP Morgan Chase

Special Service Client Associate

• Assumed responsible for sales of bank products and referral to business and investment
banking
• Provide professional, accurate, and efficient customer service to the wide range of Chase
clients
• Led the processing of wire transfers to Chase clients globally
• Saved the branch expense fees by effectively investigating wire transfer issues
• Responsible for foreign currency and foreign check collections
• Analyzed information to help meet customer's needs
• Top performer in referral goals for cross selling bank products
• Recipient of service stars for excellence in service and team work

Career

York College

Bachelor of Science, Business Finance