WALNUT CREEK, CA--(Marketwire - May 18, 2010) - Rong Shen, a financial services professional with the San Francisco Bay Area Insurance Agency, continues her exceptional service and brings her unique skills to servicing the Asian community she works with regularly. Shen, a native of China, applies the skills she honed in her first career as a software developer to provide financial services in the San Francisco Bay Area.
Prior to joining the SF Bay Area Insurance Agency, Shen worked as a software engineer and had no experience in financial services. However, in Shen's four years at Massachusetts Mutual Life Insurance Company (MassMutual), she has had a remarkable series of achievements. Between 2006 when she started this career and 2010, Shen has been named a Freshman 5 for her first year's success; achieved three-time membership of the Blue Chip and Top Blue levels (representing one of the top 5-percent producers in the entire company); two-time winner of the company leader award with highest policies (among year-2 agents) and first year commission (among year-4 agents); and, a winner of one of the Top of the Council awards; and, finally, Shen was named Rising Leader in the company five times.
Shen uses her bilingual abilities as she strives to consistently deliver complete, open and accurate information to her Asian client base. Shen suggests that this approach is actually the key to her success. "I was asked a fairly simple question by a client which would only take a couple of minutes to answer," Shen says. "But I didn't answer him. I told him that I didn't want to make a habit of just answering on the spot; I believe it is best to always research my answers, check the facts and send a solid written response. That way, my clients can feel confident that they will get correct answers the first time and not waste time repeating questions. I always take the questions very seriously and put my customer's needs first," Shen concluded.
"Rong is truly an exceptional agent who understands the needs of her client community," said Robert Fakhimi, General Agent and CEO of the San Francisco Bay Area Insurance Agency. "She uses her background in software development to logically highlight the strategies she recommends for her clients."
As a MassMutual general agency, the San Francisco Bay Area Insurance Agency leverages the resources of a 159-year old, Fortune 500 company with local expertise on helping clients achieve their financial goals. The agency offers a broad range of products and services, including life and disability income insurance needs analysis, long-term care insurance, retirement planning products, investment products, Estate analysis, business Continuation Planning, Executive Fringe Benefits, and Employee Benefit products and services.
About the San Francisco Bay Area Insurance Agency LLC
Founded in 1891, San Francisco Bay Area Insurance Agency LLC is a significant contributor to the local economy, as shown by the following figures about the San Francisco Bay Area Insurance Agency and its detached offices (as of December 31, 2009):
- More than 36,000 policyholders and clients(1)
- Managing over $896 Million in assets (including assets and certain external investment funds managed by MassMutual and its subsidiaries)
- More than $4.3 billion in life insurance face amount in force(2)
- Will return more than$9.3 million in dividends to its participating policyholders in 2009(3)
Robert Fakhimi is CEO and Managing Partner of the San Francisco Bay Area Insurance Agency LLC. Mr. Fakhimi can be reached at 888-803-3631, ext. 320 or by e-mailing him at rfakhimi@finsvcs.com. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, member SIPC, Inc. 2121 N. California Blvd. Suite 395 Walnut Creek, CA 94596 (925)979-2300
About MassMutual
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, Inc., member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.
For more information, visit massmutual.com.
(1) An insured, owner, or payer of a MassMutual policy or contract.
(2) Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Baystate Life Insurance Company.
(3) The amount of dividends to whole life policyholders in 2009.
Contact Information:
MEDIA CONTACT:
Erica Zeidenberg
925-631-0553