career profile

 

sales/financial analyst with more than 2 years experience focusing on sales and risk projections, calculating performance variations for accounts, and developing client packages for financial products based on policy projections. possess excellent team collaboration, project management, risk assessment, data collection, analytical, financial report generation, and market research skills. desire an entry-level or mid-level investment analysis position dealing with stocks, bonds, or securities. established a successful track record of assisting brokers with financial analysis reports as well as ability to solve difficult issues using investigative skills.

career accomplishments

 

     won the nationwide idol award in 02/2009 for excellence in customer service.

     recognized twice for monetary accumulation of asset retention in 02/2009 and 03/2009.

education

 

the xxxxxxio state university, bachelor of arts in economics, xxxxxx, xxxxxx, 06/2009

     dean s list: summer quarter 2005

financial experience

 

nationwide financial, internal sales and services analyst, dublin, xxxxxx                       09/2008-present

     conduct market and industry research to locate accurate, updated information and assist brokers with variable life and fixed life insurance policy daily operations.

     partner with processing departments to assess different options for optimizing individual policies.

     advise customers/brokers on alternative financing and investment options based on individual needs.

     prepare sales and current hypothetical contract projections for current and potential clients.

     coordinate and distribute marketing materials detailing company insurance products for company sales representatives and brokers.

     analyze performances differentiation of variable sub-accounts in variable insurance policies mirroring mutual funds traded publicly.

     identify investment professionals to provide additional services for clients.

     collaborate with processing departments to locate optimal solutions for enforcing policies.

     assist brokers by constructing sales options and packages for clients after initial consultation to calculate policy projections based off of the description of the client and their needs.

     facilitate asset retention of potentially cancelled policies by providing clients options on what they can do with their policies in place of surrendering them.

     run analytical revue through calculations of in force policies to give a more accurate report based on market performances of policies to date.

 

raymond james and associates, internship, xxxxxx, xxxxxx                                      06/2007-08/2007

     analyzed and prepared potential mutual fund and stock options for the office of timothy kemper, accommodating specific financial needs and goals of the client through review of industry morning star reports as well as assessment of clients' risk tolerance.

     organized and participated in meetings between financial advisors and prospective client by taking logs of individual meetings and setting up powerpoint presentations for the advisor.

     introduced and marketed the financial advisor to prospective clients by conducting cold calls to pre-qualify leads and following up with client list.

     reviewed listing of mutual fund performances in finance periodicals.

     contacted insurance agencies and mutual fund companies to request information on products.

     utilized financial software to analyze volatility amongst different funds.

additional work history

 

the xxxxxxio state university, student administrative assistant, xxxxxx, xxxxxx           07/2007-10/2007

 

abraham s cleaning services, manager, atlanta, ga                                             07/2003-09/2003