Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Experienced business development professional skilled at providing consultations and advice to sales teams in the Insurance and Financial Services industry.
Written communication Strategic planning Strategic objective execution Financial Consulting
Financial Sales Consultant / Senior Associate, 05/2014 - Current
Oregon State Credit Union Monmouth, OR,
  • Develop daily workflows that include prioritizing of sales processing, communicating with New York Life's sales assistants, internal and external product wholesalers, underwriters, and business managers to ensure the correct issuing of insurance and financial products.
  • Research and develop sales supporting material as it relates to client needs and industry compliance.
  • This includes, but was not limited to financial illustrations, product application information, product detail, and fund performance.
  • Research applicable U.S.
  • Internal Revenue Service tax laws as they pertain to the financial services industry, New York Life, and the various products that are offered through New York Life and Annuity Corporation.
  • Research and analyze various business planning strategies, as well as methods of funding the techniques; ie: Executive Bonus Arrangements, Cross Purchase Buy/Sell Agreements, Split Dollar & Key Person Insurance) Developed comparison tables of products and services by researching product pricing, ratings and performance.
  • Create client review presentations and product performance summaries Provide professional customer service Processing of death claims Accounts payable.
Financial Services Consultant, 06/2009 - 06/2014
Platte Canyon District Bailey, CO,
  • Profiled and analyzed investment products to develop customized financial strategies to be used by New York Life agents and financial planners when presenting to clients.
  • Researched and created financial strategies pertaining to clients current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and retirement goals.
  • Developed financial presentations using Power Point that were delivered to clients by financial service professionals.
  • Researched, and provided to New York Life agents and Financial Service Professionals, updated and current compliance information as it applied to FINRA, New York Life, and Pennsylvania state insurance and investment laws and guidelines.
Owner/President, 01/1994 - 12/2011
  • Conducted and managed sales of all business.
  • 70% of all business conducted was commercial line business.
  • Established and maintained an accounting system to reflect accurate financial records, including all payroll.
  • Created landscape designs and construction plans to meet the requests of clients.
  • Worked with construction administration consultants to plan field observations on schedule.
  • Conducted the purchasing and deliveries of all plants and materials.
  • Conducted all critical pre-installation conferences with general contractors, subcontractors, consultants and manufacturer's representatives.
  • Coordinated all schedules of the snow and ice control business.
Secondary English Teacher, 07/1993 - 07/2009
  • Managing the day to day instruction of classes for students in grades 7 through 12.
  • Established encouraging and engaging lesson and unit plans appropriate for grade levels.
  • Lesson plans met state guidelines pertaining to objectives and standards, as well as district curriculum goals.
  • Adapted teaching methods and materials to meet students' varying needs.
  • This included adaptation to motivate special needs students who were mainstreamed into regular education classrooms.
  • Advised and mentored members of the school newspaper to create and distribute reputable weekly issues.
  • Professional journalism, correct and appropriate layout, and the history of journalism was focused upon.
  • Encourage student athletes to succeed and persevere both in and out of the classroom as a head coach of varsity swimming and wrestling.
  • Multiple state place winners came from these programs.
  • Represented and was a member of the Harbor Creek Education Association in the capacity of membership, grievance, and negotiation chairman positions.
Education and Training
BACHELOR OF SCIENCE: English Education, Expected in 1993
Edinboro University of Pennsylvania - Edinboro, Pennsylvania
English Education
MA COURSE OF STUDY Professional Development: , Expected in
- ,
This consisted of coursework in the field of Professional Development in Gannon University's graduate school of studies. MA COURSE OF STUDY Applied and Professional Ethics: , Expected in 1997
Gannon University - Erie, Pennsylvania
: , Expected in 1997
Gettysburg University - Gettysburg, Pennsylvania
accounting system, Accounts payable, business planning, coach, conferences, client, clients, customer service, Financial, Financial Consulting, instruction, Insurance, ie, journalism, layout, Lesson plans, MA, Managing, materials, Power Point, negotiation, newspaper, payroll, presenting, presentations, pricing, problem-solving, researching product, Public speaking, purchasing, Research, sales, self-motivated, Strategic, Strategic planning, tables, tax laws, tax, teaching, Written communication
Activities and Honors

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School Attended

  • Edinboro University of Pennsylvania
  • Gannon University
  • Gettysburg University

Job Titles Held:

  • Financial Sales Consultant / Senior Associate
  • Financial Services Consultant
  • Owner/President
  • Secondary English Teacher


  • MA COURSE OF STUDY Professional Development
  • This consisted of coursework in the field of Professional Development in Gannon University's graduate school of studies. MA COURSE OF STUDY Applied and Professional Ethics

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