career profile

results-oriented professional with strong experience in finance, insurance, and management. proven capacity to handle various functions necessary in leading the operations of a successful company. dynamic communicator and persuasive speaker, able to forge meaningful associations with clients, colleagues, and management. talent to consistently meet operations objectives.

investments / client relations / negotiation / office management

leadership & teambuilding / sales / written & verbal communication

 

technical proficiencies: microsoft word, excel, power point, and access

licensure: state of rhode island insurance producer license

professional experience

student fund manager, dates

gabelli school of business, roger williams university, bristol, ri

• managed a real-dollar portfolio valued at $100,000 with a domestic mid cap blend objective and the goal to maximize return on investment.
• selected specific investments or investment mixes for purchase by the investment fund.
• analyzed acquisitions to ensure conformance with strategic goals or regulatory requirements.
• developed and implemented fund investment policies, determined investment goals, and discussed investment strategies with other participants.
• analyzed all foreign and domestic markets, economies and sectors using the top-down approach.

 

life and health producer, 06/2009 c 08/2009

american income life, providence, ri

• interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
• called on policyholders to deliver and explain policies, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• sought out new clients and developed clientele by networking to find new customers and generated lists of prospective clients.
• ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• customized insurance programs to suit individual customers, often covering a variety of risks.

 

laborer/assistant/supervisor, 06/2007 c 08/2007 and 06/2008 c 08/2008

jgk commercial construction, new york, ny

• maintained a safe construction site and overall environment and addressed any inconsistencies quickly.

 

office manager, 06/2005 c 08/2006

worldwide limousine service inc., patchogue, ny

• resolved customer complaints and answered customers' questions regarding policies and procedures.
• supervised office operations to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
• implemented corporate and departmental policies, procedures, and service standards covering issues such as records management and reservations.

education

roger williams university, bristol, ri, 2006 c 2010 (aacsb accreditation)

• concentration: financial services
• gabelli school of business, graduated with a 3.3 gpa
• roger williams university achievement scholarship

 

 

<date>

 

<<first name>> <<last name>>

<<title>>

<<company>>

<<street address, suite #>>

<<city, state zip code>>

 

dear <<courtesy>> <<last name>>,

 

it is with great confidence that i offer 5+ years of professional-level sales, investment, insurance, and management experience to your organization. as i pursue the <<position title>> within <<company name>>, i recognize that my credentials and experience would greatly assist in reaching future goals and objectives.

 

my career history consists of vast experience in generally accepted operations practices consistent with the recognition of management objectives of diverse organizations. throughout my career, i consistently communicate the company s vision to the internal members of the organization so that everyone understands their role in achieving these goals, ensuring that the action steps are taken to ensure those goals are met. additionally, i often advise others on my prepared recommendations for improvements in policies, controls, and new methods, effectively communicating with other members of the team also, verbally and in writing.

 

during my career, i ve gained notable experience leading and training other employees in the appropriate procedures necessary for meeting the accounting needs of an economic enterprise. my professional background also includes:

 

investments / client relations / negotiation / office management

leadership & teambuilding / sales / written & verbal communication

 

my aptitude for evaluating complex problems and reviewing related information to develop viable solutions would be of great use to your organization. i welcome more discussion about how my skills can help in meeting the goals and objective of your organization. until then, should you have any additional questions feel free to contact me at your convenience.

 

sincerely,

 

 

 

 

 

yyyyyy x. yyyyyy

enclosure