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Summary

FINRA Registered Colorado Life/ Health Insurance Licenses

Work experience

Mar 2008Sep 2009

Registered Representative

New England Securities
SERIES 6 Registered and CO Insurance Licensed Acquired new accounts through cold calling, direct mail marketing, networking, and referrals Created and implemented comprehensive financial needs analysis for clients Built client base through cold calls and network prospecting Penetrated target markets by creating and implementing focused marketing plans Partnered with senior advisor through joint work to penetrate medical professional market Successfully placed a wide array of products including Annuities, Life, Disability, and LTC
Jun 2007Mar 2008

Registered Representative

John Hancock Financial Network
SERIES 6 Registered and CO Insurance Licensed Provided educational seminars for residents at the University of Colorado Dental School Focused on educating and provided clients Long Term Care insurance Executed superior communication skills by selling various policies by telephone Built solid relationships through excellent customer service
Aug 2006Apr 2007

Registered Representative

First Investors Corporation
SERIES 6 Registered and CO Insurance Licensed Obtained overall knowledge of financial service industry Built business as an independent contractor
20042006

Client Relations

Marsh and Associates
Handled high volume of phone calls while multitasking various office duties Liason between the company and clients Handled accounting and billing for various projects

Education

19982002

Bachelor of Science; Department

Colorado State University
20012001

Study Abroad Program

University of Wales, Swansea
19941998

Basic College Prep Coursse

Littleton High School