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Arbi Moradian
Mid-level financial services professional specializing in banking and insurance sales
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About
Financial services professional with experience across banking and insurance who built their own outbound pipeline from scratch using canvassing, LinkedIn, events, referrals, and disciplined Salesforce follow-up. Strong in consultative, relationship-led business development and customer retention, with a track record of turning conversations into client relationships and long-term referrals.
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Key Strengths
- Built outbound pipeline from scratch in insurance
- Multi-channel prospecting across phone, email, LinkedIn, social, and in-person
- Strong CRM discipline and follow-up management using Salesforce
- Relationship-driven sales through networking, referrals, and community involvement
- Personalized client engagement based on documented interests and needs
- Consultative discovery and needs-based selling
- Customer retention and issue resolution in banking
- Synthesizing customer situations for management and influencing next steps
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