Description
Sales Professional focused on fostering trust and cultivating partnerships based on financial accountability and transparency. Skilled at building relationships with clients and surpassing quotas and expectations. Accomplishments FINRA series 65, 6, and 63 licensed Life, Health, Annuity insurance licensed Annual sales convention qualifier Northeast territory top annuity producer FINRA series 65, 6, and 63 licensed Life, Health, Annuity insurance licensed Annual sales convention qualifier Northeast territory top annuity producer
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Vice President, Financial Services Manger | 5/2015 - Present |
| Pro Equities | Financial Advisor | 4/2014 - 5/2015 |
| Insurance Consultant | Bankers Life | 1/2012 - 5/2015 |
| Roberts Carpets | Project Manager | 3/1999 - 12/2011 |
Accomplishments
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