Extensive experience in client relations, problem solving, office administration, and marketing. Exemplary written and verbal communication skills. Committed to delivering high quality results.
Licensed Life Insurance agent specializing in 419 Welfare Benefit Plans
Maintained a network of Life Insurance Agents in all 50 states
Increased sales productivity via marketing to Agents and their staff
Prepared proposals, cash flow diagrams, benefit summaries, illustrations
Supervised two staff assistants.
Processed securities transactions, established new accounts
Prepared portfolio updates and sales proposals
Made cold calls to obtain new clients and expand client base
Maintained excellent client relations / answered all client inquiries
Supervised daily operations for 32 Registered Representatives
Provided training to Reps and staff to facilitate increased productivity
Processed securities transactions/ account transfers./new accounts
Acted as liaison with Reps, clients, home office, mutual fund companies
Facilitated marketing, prospecting, increasing sales productivity and expanding client base
Prepared insurance presentations and illustrations
Processed insurance applications and securities transactions
Processed all securities transactions and new accounts
Maintained accurate records for deposits, withdrawals, and trades
Scheduled client appointments / arranged client seminars
Prepared and presented daily stock market report for radio broadcast
Managed all aspects of client relations, problem solving, administration
Companies Worked For:
Job Titles Held:
Where can I find a Corporate Benefit Services, Inc. Registered Representative / Agent / Office Manager resume example in Boise, Idaho ?
This is an actual resume example of a Registered Representative / Agent / Office Manager who works in the Office Management Industry. LiveCareer has 77709 Office Management resumes in its database. LiveCareer’s Resume Directory contains real resumes created by subscribers using LiveCareer’s Resume Builder.
© 2019, Bold Limited. All rights reserved.