Mohamed Tasir
Tucson,Arizona
Summary
Finance professional with experience as a Financial Advisor specializing in life and health insurance products, client education, and financial solutions. Holds a Bachelor’s degree in Interdisciplinary Studies from the University of Arizona and active Life & Health Insurance licensure. Proven ability to communicate complex financial concepts clearly, maintain compliance standards, and build long-term client relationships. Seeking an entry-level salaried role in financial services, operations, or analysis with opportunities for growth in planning and advisory functions.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Blue Skye Financial
Tucson, AZ
01.2024 - Current
- Educate clients on life and health insurance products and financial protection strategies based on individual goals and needs.
- Conduct structured needs assessments and recommend suitable financial solutions while adhering to regulatory and compliance standards.
- Maintain accurate client records, documentation, and follow-up activity using CRM and internal reporting systems.
- Build and manage client relationships through consultative communication and trust-based service.
- Collaborate with internal teams to support onboarding, policy implementation, and ongoing client service.
- Develop knowledge of financial planning principles, risk management, and product suitability guidelines.
Direct Support Professional
Danville Services
Tucson, AZ
01.2022 - Current
- Provide direct support services while ensuring compliance with organizational policies and state regulations.
- Maintain detailed documentation, service records, and incident reports with high accuracy and confidentiality.
- Communicate with clients, families, and multidisciplinary teams to support individualized care plans and long-term goals.
- Demonstrate problem-solving, professionalism, and time management in high-responsibility environments.
Education
Bachelor - Interdisciplinary Studies
University of Arizona
Tucson, AZ05.2023
Skills
- Financial Products & Services Client Education Risk & Insurance Fundamentals Regulatory Compliance
- Data Analysis & Reporting (Excel, CRM) Communication & Presentation Process Improvement Time Management
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Certification
Life & Health Insurance License – State of Arizona
Timeline
Financial Advisor
Blue Skye Financial
01.2024 - Current
Direct Support Professional
Danville Services
01.2022 - Current
Bachelor - Interdisciplinary Studies
University of Arizona