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.
includes, but was not limited to financial illustrations, product application information, product detail, and
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
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
Developed comparison tables of products and services by researching product pricing, ratings and
Create client review presentations and product performance summaries
Provide professional customer service
Processing of death claims
DENNIS J. HOLLARN & ASSOCIATESJune 2009 to June 2014Financial Services Consultant Erie, Pennsylvania
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
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.
JD LANDSCAPE & CONSTRUCTIONJanuary 1994 to December 2011Owner/President Erie, Pennsylvania
Conducted and managed sales of all business.
70% of all business conducted was commercial line
Established and maintained an accounting system to reflect accurate financial records, including all
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.
HARBOR CREEK SCHOOL DISTRICTJuly 1993 to July 2009Secondary English Teacher Harborcreek, PA
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.
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
Edinboro University of Pennsylvania1993BACHELOR OF SCIENCE: English EducationEdinboro, PennsylvaniaEnglish Education
MA COURSE OF STUDY Professional Development
Gannon University1997This consisted of coursework in the field of Professional Development in Gannon University's graduate school
MA COURSE OF STUDY Applied and Professional EthicsErie, Pennsylvania
Gettysburg University1997Gettysburg, 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
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Companies Worked For:
MAGUIRE FINANCIAL GROUP
DENNIS J. HOLLARN & ASSOCIATES
JD LANDSCAPE & CONSTRUCTION
HARBOR CREEK SCHOOL DISTRICT
Edinboro University of Pennsylvania
Job Titles Held:
Financial Sales Consultant / Senior Associate
Financial Services Consultant
Secondary English Teacher
BACHELOR OF SCIENCE : English Education MA COURSE OF STUDY Professional Development This consisted of coursework in the field of Professional Development in Gannon University's graduate school
MA COURSE OF STUDY Applied and Professional Ethics
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