career objective                              

results-driven financial services specialist eager to contribute superior business development, communication, and technical skills toward supporting the employer in optimizing performance

profile                                                

ø  offer nearly three years of progressive financial services sales and business development experience, with expertise in building loyal customer relationships that generate repeat transactions and referrals

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention; provide individualized recommendations regarding retirement planning and investment strategies

ø  extensive practical and academic background in financial analysis, asset allocation, tax strategies, retirement benefits, life and health insurance, equity markets, fixed income markets, and property and contract law

ø  dynamic communication, presentation, negotiation, and relationship management skills

ø  proactive team player equally effective in independent and collaborative environments

ø  group 1 general lines life and health insurance license in texas and oklahoma

ø  sharp technical proficiencies including ms office (word, excel, powerpoint, access, outlook), adobe creative suite (photoshop, acrobat, indesign), ocs contact management system, html / web design, and non-linear digital editing software for  mac and pc platforms

professional experience                

financial services / insurance sales representative, mass mutual financial group, addison, tx                  2/09 c present

• cultivate strong client relationships based on solid understanding of individual goals and extensive knowledge of financial products; create an expansive referral network
• prepare financial gap plans to illustrate potential shortfalls in current financial plans and apply retirement benefit analysis, asset allocation, and tax strategies toward improving customized client investment and retirement strategies
• educate clients on achieving effective estate tax planning through unique insurance-based financial plans

 

business development specialist, platinum financial strategies, lake charles, la                                            12/06 c 1/09

• performed a range of business development functions to grow client base and increase corporate profitability at this start-up firm specializing in structured settlement annuities; successfully negotiated the acquisition of $27.9m in debt instruments
• strategically planned and implemented online, radio, and print based marketing campaigns to boost awareness and brand recognition
• worked closely with clients over the phone and provided ongoing guidance through the asset liquidation process; developed key relationships with buyout investors to facilitate the purchase of illiquid assets

 

preaching minister, dequincy church of christ, dequincy, la                                                                           5/05 c 9/08

• prepared and delivered weekly morning and evening worship service sermons for a diverse congregation; utilized multimedia tools to reinforce message
• developed personal relationships with members; provided one-on-one support regarding a variety of issues, including premarital and crisis counseling; coordinated and performed more than 25 weddings and funerals

 

associate minister, billings church of christ, billings, mt                                                                                   5/03 c 5/05

• established new ministries targeting teenagers and young adults; coordinated regional youth rallies and camping activities

• instructed weekly bible classes and preached one message per week; in recognition of outstanding public speaking skills, selected as a featured presenter for special events throughout the state

education                                           

executive development program, neeley school of business, texas christian university, fort worth, tx                     2008

 

bachelor of science in christian ministry, abilene christian university, abilene, tx                                                     2002

 

~ professional affiliations ~

grapevine chamber of commerce ~ success business partners of colleyville ~ professional business partners of coppell