Want your profile here?
Becoming a member is easy!
Climber.com works with you to help you advance your career by putting you directly in front of tens of thousands of recruiters in your field. Sign up today on Climber.com
Recruiters - Try Postings!
Postings.com™ is a must-have for recruiters who want to:
- Find Qualified Candidates
- Find Job orders and Post Splits
- Be Found in Search Engines
- Implement a Social Sourcing Strategy
Accountant
Accountant
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Accountant |
Education level: |
Bachelor |
Will Relocate: |
Yes |
Work Experiences
1/2014 - 9/2014
AXA Advisors
Entry Level
- • Sold annuity products (deferred, variable, fixed, GMIB) and variable universal life insurance
• Participated in client presentations (qualified and nonqualified investment options, custom-made mutual fund portfolios)
• Ran financial needs analysis on over 100 prospects using quantitative and qualitative metrics
• Prepared sales material (constructed VUL products specific to client)
• Contacted over 500 prospects weekly using proprietary method
10/2011 - 12/2011
Cape Securities
Entry Level
- • Generated several leads daily, each with over 100K market exposure
• Used Salesforce to create lists of industry specific prospects for information extraction
• Assisted brokers in isolating suitable clientele for their book of business
• Reached out to hundreds of investors weekly to obtain relevant financial data
6/2011 - 7/2011
