Executive Summary

Trusted Financial Strategist

Accomplished and results-driven financial service and insurance leader who provides annuities, voluntary benefits, retirement strategies to clients.  As well as a broad array of lending products to meet my clients access to capital needs.Outstanding ability to build solid and productive relationships with business leaders, employees, and community leaders through the use of strong facilitation, refined professional presentation skills and consistent branding and messages.

Work History

Work History
Aug 2012 - Present

Financial Service Representative

First Financial

Motivate, inspire and influence clients to take action toward their retirement goals.  Successfully cross-sale customized packages of financial products and services including life & health insurance products, various annuities and more.  Known to meet and exceed sales goals while managing client relationships in Los Angeles and Orange County.  Successfully develop new clients by facilitating displays, demonstrations and seminars.  Use strong sales communication skills to provide insurance to educators

Nov 2012 - Present

Life & Annuity Specialist III

Automobile Club of Southern California

Life & Annuity Specialist III

Sean Rogers

Accomplished Sales & Marketing Strategist now helping families secure their financial futures. I work as a Life & Annuity Specialist at the Automobile Club of Southern California's Los Angeles District Office . Using my skills to teach AAA members and working professionals to maximize their earnings and savings. My clients benefit from my years of experience, practical application of strategies, and the solid foundation of the AAA brand. I have the simple and safe financial solutions.
2011 - 2012

Business Banking Specialist

Wells Fargo

Business Banking Specialist: Providing financial services to business clients, providing deposit and cash management services, payment solutions, and a broad array of lending products to meet my clients access to capital needs.  Our goal at Wells Fargo is to be the one source for all of your financial needs

2008 - 2011

Benefits Counselor

Colonial Life

Colonial Life Insurance, Century City, CA

Benefits Counselor

Results-driven Sales & Marketing Professional who helps businesses and individual clients achieve their goals/objectives by providing needs based insurance analysis and solutions. Matches priority client needs with financial products and services. Exceptional at building business to business relationships, credibility and brand recognition.  Appointed with top companies such as Anthem Blue Cross, Colonial Life, Colorado Bankers Life, Century 21, and Symetra Sean has 8+ years of progressive experience in sales, including real estate, insurance, and annuities, has received multiple professional and academic awards for outstanding performance, has a B.S. in Business with a Marketing concentration