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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx •


~ holds licensure in life, health, and title insurances ~


career objective

results-driven, solutions-focused and detail-oriented team player desiring a challenging and progressive professional role within a dynamic and successful financial- or insurance-based organization.




ø  offer over 17 combined years of solid experience in the financial and insurance industries, including expertise within marketing, performance analysis, and customer service capacities.

ø  adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.

ø  apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.

ø  capable of staying focused and maintaining a calm demeanor in high-pressure situations while exhibiting high quality, diplomatic customer / client services interaction both in person and via telephone.

ø  skillful at performing independently or within a team to exceed all operational goals and objectives.


~ key achievements ~


mass mutual financial group mentor (2000 c present)

mass mutual financial group top agent award / fast start award / quota buster award (1998 c 2002)

mass mutual financial group leaders conference award one of 250 honored out of 20,000 nationwide agents (2000)


professional experience


goodeed title agency, princeton, nj

title insurance agent                                                                                                         2006 c present

ø  maintain responsibility for conducting reviews of property owners histories in order to determine if titles are liens- and claims-free, including performing commitment of title insurance issuance to lenders and preparing final settlement statements, as necessary.

ø  coordinated the optimal transfer of funds and property, as well as oversee the collection and disbursement of closing monies.


mass mutual financial group, bridgewater, nj

financial services consultant                                                                                                 1998 c 2003

ø  provided optimal investment and financial services by performing customized client-based analysis, as well as assisting with various proprietary financial products such as annuity, mutual funds, and pension plans.

ø  proactively monitored general market trends and interpreted mutual funds performance for the overall benefit of both the clients and financial group, while identifying potential future clients for product sales.


landforce corporation, edison, nj

associated marketing manager                                                                                               1996 c 1998

ø  conducted competitive analysis for the aftermarket automotive parts industry, including developing and coordinating profitable marketing initiatives and creating unique ongoing sales concepts.

ø  successfully marketed sales concepts to the parts industry, thereby sequentially increasing revenue 38%.

ø  provided feasibility and market potential studies for newly developed products while overseeing all client relationships and delivering efficient marketing presentations.


cds systems, inc., piscataway, nj

assistant branch manager                                                                                                       1991 c 1996

ø  accurately identified and profitably prospected potential east coast-based clientele, along with providing precise sales performance analysis for branch management.


education, professional membership, and community service


b.a., economics (minor in business administration)                      state university of new york at stony brook


treasurer                                                                                      new jersey business women s association


income tax preparation volunteer                                                                   public library of princeton, nj

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