para planner insurance sales and notary resume example with 20+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Financial industry professional experienced in all sales types of financial managed accounts, various fixed and variable annuities. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while meeting sales objectives.

  • Client Prospecting
  • Insurance Program Analysis
  • Service Oriented
  • Clientele Development
  • Conference and Convention Planning
  • Attendee Relations
  • Form Completion and Submission
  • Document Control
  • Insurance Policy Sales
  • Administrative Functions
  • Verbal and Written Communication
  • Client Relations
  • Staff Leadership
  • Administrative Recordkeeping
  • Persuasive Negotiation
  • Contract Negotiation
  • Meeting Support
  • Critical Thinking
06/2005 to Current Para Planner, Insurance Sales and Notary Heritage Operations Group | Pana, IL,
  • Licensed 215 Insurance Agent, Licensed Pubic Notary, Executive Sales Assistant for 18 years.
  • Attend, set up and participate in company's financial seminars. Perform introduction for speaker and appointment setter during the events.
  • Work closely with new prospects to obtain all financial information and statements to load into company's sophisticated software to run full analysis and present findings to the advisor prior to next prospect meeting.
  • Assist in all sales meetings. Prepare and present new business applications to the prospect or existing client(s).
  • Work closely with Broker/Dealer to get all new business approved and submit to the carriers for processing. Tracks all transfers and rollovers.
  • Provide daily report of trackable revenue to the President of the company.
  • Train new hires on company's policies, client servicing processes and the various company websites for meeting preparation.
  • Confer with new clients regarding status of the processing of new business and transfer status. Provided assistance to new clients on how to access websites to track their financial portfolio.
  • Notarize all financial and legal documents for clients and office.
02/2002 to 05/2005 Business Office Manager DSK & Company Inc. - Poseidon Builders | City, STATE,
  • Processed and managed accounts payable, driving accuracy and on-time payment of vendor invoices.
  • Assisted in processing travel and expenses by gathering receipts, coding charges and submitting worksheets.
  • Managed and controlled office supply inventory to secure timely ordering or requisition of depleted or low-level stock.
  • Supervised business office staff and administrators, driving office operations.
  • Performed human resources functions by conducting new hire orientation and administering benefits.
  • Oversaw CRM updates and backups, report generation and troubleshooting requisition.
  • Liaised with leadership to oversee and execute financial, budget and contractual matters.
  • Established and maintained filing systems to support office personnel.
08/2000 to 02/2002 Customer Service Executive, Insurance Coding Vengroff, Williams & Associates Inc. | City, STATE,
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Set up and activated customer accounts.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Assisted customers with making payments or establishing payment plans to bring accounts current.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Made outbound calls to obtain account information.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Education and Training
Expected in 06/2002 to to Associate of Science | Business Administration Manatee Community College, Bradenton, FL , GPA:
Expected in 06/1998 to to High School Diploma | Bayshore High School, Bradenton, FL GPA:
  • Licensed Notary Public as of April 1999
  • Licensed 215 Agent as of September 6th, 2018
  • Featured and Interviewed by Forbes Magazine November 2, 2015 Issue
  • Broker/Dealer, Signature Medallion Guaranteed
  • Advisors Excel, Academy of Excellence Assistant Training
  • Fred Prior Exceptional Assistant Training
  • National Financial Services Brokerage Account Training
  • Fidelity Investments Brokerage Account Training
  • CRM Redtail User and Company Trainer
  • Company website administrator for eMoney

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Resume Overview

School Attended

  • Manatee Community College
  • Bayshore High School

Job Titles Held:

  • Para Planner, Insurance Sales and Notary
  • Business Office Manager
  • Customer Service Executive, Insurance Coding


  • Associate of Science
  • High School Diploma

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