Talk to sales Try for Free
Sofia Zervoudaki

Sofia Zervoudaki

Followers of Sofia Zervoudaki2000 followers
location of Sofia ZervoudakiGreece

Connect with Sofia Zervoudaki to Send Message

Connect

Connect with Sofia Zervoudaki to Send Message

Connect

  • Timeline

  • About me

    MDRT Country Chair, Greece, 2020-2023 / Front Line Manager / Financial Planner

  • Education

    • National and Kapodistrian University of Athens

      1996 - 2000
      Bachelor of Science - BS Economics

    • Limra International

      2019 - 2020
      Agency Management Training Course (AMTC)

    • University of Piraeus & Greek Institute of Insurance Education (EIAS)

      2019 - 2019
      European Insurance Intermediary Certification (SQF 3)

    • Limra International

      2018 - 2018
      PACESETTER The Management Skills Seminar for a New Generation

  • Experience

    • International Life

      Nov 2000 - Dec 2016

      Implemented organized customer search, developed through referrals, monitored the insurance needs evolution, implemented insurance solutions and financial planning, developed a respond mechanism to customer requirements, provided after sales service, attended training seminars (products, sales techniques), implemented communication techniques – Body Language Achievements:Awarded as the 1st Life Insurance Advisor 2003-2013, Awarded as Member of Selected Insurance Advisors (President’s Club), increased production and clientele, achieved high customer retention and satisfaction rate, participated to MDRT Annual Meeting (based on Sales Competition), participated to corporate rewarded journey Show less

      • Unit Manager

        May 2014 - Dec 2016

      • Insurance Financial Advisor

        Nov 2000 - Dec 2016

    • INTERAMERICAN

      Jan 2017 - now
      Unit Manager

      Manage and develop qualified professionals, implement mentoring, coaching, recruiting and staffing strategies, set goals, provide team supervision (weekly, monthly, annually), provide consulting support and guidance, personal brandingAchievements:Awarded as the 1st Unit Manager, combining excellent qualitative and quantitative indexes, founded and developed successful professionals

  • Licenses & Certifications

    • European Insurance Intermediary Certification (SQF 3)

      European Financial Certification Organisation - eficert
      Feb 2019

    • License for Mutual Funds Sale

      Hellenic Capital Market Commission
      Oct 2002

    • Certification Α’ & D’

      Bank of Greece
      Jan 2013

  • Honors & Awards

    • Awarded to Sofia Zervoudaki
      1st Health Insurance Unit Manager Interamerican 2017
    • Awarded to Sofia Zervoudaki
      Certificate of Appreciation Million Dollar Round Table Sep 2015
    • Awarded to Sofia Zervoudaki
      Top Life Insurance Agent 2010-2013 Limra European Region Oct 2014
    • Awarded to Sofia Zervoudaki
      Honorary Award Panhellenic Association of Insurance Advisors Jul 2012
    • Awarded to Sofia Zervoudaki
      Life MDRT Member - 2007-2019
    • Awarded to Sofia Zervoudaki
      President's Club Member International Life
    • Awarded to Sofia Zervoudaki
      Top Life Insurance Advisor - 2003-2013

  • Volunteer Experience

    • Chair South Greece at the Greek Members Communication Committee

      Issued by MDRT on Sept 2013
      MDRTAssociated with Sofia Zervoudaki

    • Coordinator for gathering food and school supplies for families with low or no income

      Issued by Desmos on Sept 2012
      DesmosAssociated with Sofia Zervoudaki

    • Mentor

      Issued by 100mentors - The Tipping Point on Oct 2018
      100mentors - The Tipping PointAssociated with Sofia Zervoudaki