College Unit Director Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Impact-driven leader who seeks to compound her imprint in the business world by helping individuals and businesses achieve financial security, while at the same time developing the next generation of leaders to do the same.
  • Identify, recruit and develop talent Patient, methodical Warm, friendly and personable
  • Lead Sourcing through social media Tenacious Diplomatic
  • Insurance and Investment Producs Vision-driven leadership Comprehensive financial planning
  • Results-oriented Analytical skills Studious, knowledge seeker
  • Won Target 20 award for putting 20 policies in place in my first semester- on average completed by 3% of interns over 1 year duration
  • Recognized as Top 50 intern nationwide upon graduation
  • Graduated Cum Laude
College Unit Director, 11/2011 to Current
Bickford Senior LivingIL, State,
Responsible for recruiting, training and professional development of college financial representatives through Northwestern Mutual's Nationally Recognized Top 10 Internship Program
Financial Representative Intern, 12/2009 to 05/2010
T. Rowe Price, ,
Established my financial planning practice in the midst of nationwide recession Balanced demands of high profile internship while taking 15 credit hours each semester (including summer) Won Target 20 award for putting 20 policies in place in my first semester- on average completed by 3% of interns over 1 year duration. Recognized as Top 50 intern nationwide upon graduation Promoted to Team Leader position after first semester and admitted to leadership development program
, 01/2009 to 01/2009
The University Of Akron, ,
With a candidate-to-contract ratio of 32:1, I was responsible for sourcing candidates via guest lectures, professor relationships, and career center coordination at The University of Akron, Kent State University, Walsh University, and Mount Union College. Remodeled outdated training program to address changing needs of a prospect in a post-2009 financial era: the need for comprehensive financial planning vs. single product solutions, the desire for a team based approach leveraging experts and specialists to insure financial plan not dependent on 1 single person, and leveraging social media to prospect, connect and network with potential and current clientele Developed 3 interns into team leadership positions within the organization, and 3 others to full time associate representative roles. Job placement of my former interns within 6 months of graduating is 100% Coached 1 intern to earn Series 6 and 63 license, becoming the first intern in Northern Ohio to be licensed in both insurance and investments; capable of comprehensive financial planning. Developed 34 productive interns with over 393 policies sold, $248,586 of sales, 222 new clients, and over $150,000 of commissions generated (including threshold bonus revenue to district office)
Financial Representative, 05/2010 to Current
, ,
Established base of 200 initial prospects within 2 weeks, solely through personal referrals from centers of influence and personal mentors, at the start of my career Challenged prospects through thoughtful, intentional questions about savings habits, money philosophy, and financial resources Developed deep and enduring relationships as an advocate for my clients personal, professional and financial goals. Protected assets and ensured legacy planning through term and permanent life insurance Through personal experience, effectively communicated my conviction for disability and long term care insurance planning, leading to a cross-sell ratio of 40% Utilized Personal Planning Analysis tools and software to create projections of retirement goals, savings and debt reduction strategies, , college eduction planning, and insurance "stress tests" Through work with network office specialist, utilized financial planning tools to address financial planning needs for local businesses through buy-sell agreements, key person insurance, SIMPLE IRAs, and group long-term care insurance for executives.
Bachelor of Science: International Business, Expected in 2010
The University of Akron - Akron, OH
2010 Bachelor of Science- International Business with Spanish Language Concentration The University of Akron, Akron OH -Graduated Cum Laude
: , Expected in 2005
Bay High School - Bay Village, OH
2005 Bay High School Bay Village, OH Accomplishments
: sales, Expected in 2014
The University of Akron ranked - ,
2013-2014: The University of Akron ranked #2 college team in the country for productive financial interns attending UA, measuring sales results of veteran interns, new interns, and number of recruits Affliliations
Series 6 and 63- actively licensed since March 2011 C.L.U Life and Health Insurance License for state of Ohio, Illinois, North Carolina, Maryland- actively licensed since December 2008
Professional Affiliations
Served as secretary -2014
Financial Planning, Strategic Planning, Clients, Annuities, Disability, Life Insurance, Long Term Care, Mentors, Thoughtful, Training, Recruiting, Sales, Associate, Of Sales, Series 6, Solutions, Secretary, Security, Award, Credit, Leadership Development

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Resume Overview

School Attended
  • The University of Akron
  • Bay High School
  • The University of Akron ranked
Job Titles Held:
  • College Unit Director
  • Financial Representative Intern
  • Financial Representative
  • Bachelor of Science

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