general agent resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Skilled financial professional with 10 years of financial services industry and 5 years of practical management experience. Expertly creates customized financial strategies to meet client needs.

Qualified Production Supervisor with 6 years of manufacturing management experience, including cross-training and scheduling employees, ordering parts, record-keeping and meeting all production deadlines.

Computer Technical Supports with 5 years in technical and customer support roles. Effectively identifies problems using advanced troubleshooting skills.

Core Qualifications
  • Goal-oriented.
  • Analytical.
  • Excellent time management skills.
  • People-oriented. Flexible. Reliable.
  • Excellent communication skills.
  • Bilingual in Mandarin, Cantonese.
  • NASAA Series 66 License
11/2009 to Current
General Agent Wells Fargo Medford, OR,
  • Help our clients with prudent choices of strategies (plans) and financial products: Family Retirement, College Education & Estate Planning.
  • Small business succession plans as well as pension solutions.
  • Buy-Sell Agreement, Executive Bonus Plan, Key Employee Insurance.
  • 401(k), Profit Sharing, Defined Benefit, SEP/Simple IRA..
  • Partner with CPA, Attorney, and Advisor for complex financial planning.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Presented account proposals in a professional and timely manner.
  • Promoted client retention through high-quality service and follow through.
12/2001 to 10/2004
Financial Consultant Desjardins Group Champlain, NY,
  • To learn about clients' financial and insurance needs, and make prudent recommendations based on thorough research.
  • Help clients to understand and to benefit from the market insight, global presence, risk management resources and analytical rigor that drive the institutional relationships.
  • Developed client's base through networking, seminars and marketing.
11/1999 to 10/2001
Financial Advisor Sparks Philadelphia, PA,
  • Researched market trends and surveys and used information to stimulate business and revenue growth.
  • Help clients by tapping into research about major markets, industries and companies around the world, as well as research on fixed income, municipal bonds, credit and equities.
  • Provided VIP services to clients by access to the insights and asset allocation advice of Morgan Stanley Wealth Management Global Investment Committee.
1993 to 08/1999
Production Manager Calportland Baker, CA,
  • Mastered the intricacies of the process flow within each department.
  • Assessed and trained personnel for promotion to cross-functional operations.
  • Led regular stand-up meetings, events and continuous improvement projects with measurable goals.
  • Coordinated closely with quality control regarding products awaiting dispositions.
  • Maintained and enforced a safe and clean working environment at all times.
  • Established and adjusted work procedures to meet production schedules.
  • Improved efficiency and productivity by eliminating waste and production constraints.
  • Recruited and speed-up new employee's training through structured programs.

09/1988 to 11/1992
Technical Support TMC Research City, STATE,
  • Provide pre-sale and post-sale technical support to desktop and industrial PC OEM customers.
  • Cross-platforms support (Engineering, Production, and customers) Quality Control and testing systems with various peripherals, software, firmware, hardware, and network.
  • Supported products included Intel x86/Pentium ISA/EISA/VESA/PCI bus architecture boards and peripherals.
  • Recognized by many OEM customers for providing professional relationships with dealers and consumers.
  • Researched issues on various computer systems and databases to resolve complaints and answer inquiries.
  • Displayed courtesy and strong interpersonal skills with all customer interactions.
  • Maintained a calm, professional demeanor when faced with high demand, high volume workloads.
Expected in
Master of Science: Electrical &Computer Engineering
Oklahoma State University - Stillwater, OK

Expected in
: Financial & Insurance Licensing & Certification
- ,

Series 7, Series 66, Insurance licenses through Prudential Life

Advisor certification through Morgan Stanley

Expected in
Bachelor of Science: Electrical & Computer Engineering
Oklahoma State University - Stillwater, CA

Excellent communication, customer relationship management, financial planning, market trends, fixed income, Insurance, risk management, wealth management, seminars, networking.
Intel, ISA, PC hardware, Microsoft Office, network testing, PCI, Pentium, peripherals, production quality control, engineering research, component level trouble shooting, x86 architecture.

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Resume Overview

School Attended

  • Oklahoma State University
  • Oklahoma State University

Job Titles Held:

  • General Agent
  • Financial Consultant
  • Financial Advisor
  • Production Manager
  • Technical Support


  • Master of Science
  • Bachelor of Science

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