I am a creative, energetic, hardworking, educated individual interested in a job in the Financial Sector. Relevant Skills Active Life and Health Insurance Licenses with the Organized and meticulous Colorado Department of Insurance Clear and articulate phone manner Excellent communication skills Analytical problem solver Finance background Client relations expert - complaint handling and Staff training, development and motivation resolution Customer needs assessment Cold calling Established track record of exceptional sales results Cross-cultural sales background Self-motivated Advanced computer proficiency (both PC and Mac) Achievements Hired as an entry-level agent at American Income Life Insurance and was promoted into a management position within 3 months of employment. Qualified for 10 monthly sales bonuses by exceeding sales target by 50%. Managed a successful sales team of agents who consistently exceeded sales goals by 25-30% each month. Expanded business by 20% for my agency while maintaining 95% rate of customer retention.
Summary of Skills
Complex problem resolution
Advanced computer proficiency (Including:
VBA [Excel] programming-variance analysis
MS Office Suite
Organized and meticulous
Clear and articulate phone manner
communication skills-Client relations expert
Financial and strategic planning
Active Life and Health Insurance Licenses with the Colorado Department of Insurance
Established track record of exceptional sales results
training, development and motivation
Business valuations and value analysis
-Fixed income modeling
-Cash-flow management and modeling.
-Forecasting and planning
Hired as an
entry-level agent at American Income Life Insurance and was promoted into a
months of employment.
Qualified for 10 monthly sales bonuses by exceeding
sales target by 50%.
Managed a successful
sales team of agents who consistently exceeded sales goals by 25-30% each
business by 20% for my agency while maintaining 95% rate of customer retention.
American Income LifeAurora, COSupervising Agent03/2015 to 03/2016
Presented and clearly explained insurance policy options to clients based on their needs and goals and any existing coverage, sharing product knowledge and making personal recommendations.
Generated high volume of referrals, establishing new customer accounts and updating database with customer and sales information.
Identified prospective customers using lead generating methods and performing an average of 60 cold calls per day.
Prepared necessary paperwork to process insurance sales and including applications, payments, corrections and cancelations.
Followed up with potential clients regarding online information requests.
Researched coverage and premium options and supplied clients with the best coverage available.
Promoted client retention through high-quality service and follow through.
Professional CirculationDenver, COSales Representative03/2013 to 01/2015
Provided on-site training for new hires.
Worked solely on commission, consistently landing in the top 10% of sales team.
Adapted to thrive in high-pressure, fast-paced position in high-demand environment.
Employed as an independent contractor, demonstrating ability to be self-motivated and goal-oriented as well as a quick-learner with effective time management skills.
Displayed commitment to quality with excellent customer oriented people skills as well as superb written and oral communication skills in order to assure customer satisfaction.
Black Tulip AntiquesDenver, CO02/2011 to 02/2012
Secured an internship to help a small business develop their digital presence in order to attract customers from around the world.
Provided organized, detail-oriented bookkeeping.
Created and marketed a website for Black Tulip, listing over 1,000 products.
Added Black Tulip to an online collective of antique shops increasing their online visibility.
Increased revenue by 20% with an easy to use interface and search engine optimization (SEO).
Designed & built website to boost sales by adding new customers.
Increased monthly sales by 20% by implementing strategies to develop and expand existing customer base.
Identified issues with existing marketing material to drive process improvements.
Set up new distribution partners with Ruby Lane LLC, resulting in $96,000.00 in new sales in internet sales from the co-op.
Bachelor of Arts:Economics and Finance2016University of Colorado, Boulder, CO
Double majors in Economics and Finance
Obtained an advanced computer proficiency, in particular with programs such as MS Excel, JAVA & SATA; *
Coursework in corporate finance, microeconomics and macroeconomics, applied econometrics, business and advanced economic statistics, financial institutions management, derivative securities, investment and portfolio management, financial markets and institutions, financial modeling using VBA (MS Excel), STATA, and JAVA. Senior Seminars in: investment banking, asset management, and topics in economics.
Study Abroad Program: International Business and Culture in Seville, Spain
S.W.O.T. Analysis Project, Sep 2015 – Dec
a team of 6 students in analyzing the strategic and financial challenges facing
a hydroplane racing league
responsibilities among team members
a professional report of our analysis and delivered it to company leaders
client company implemented several of our suggestions
CFA Institute Research Challenge, Sep 2015 –
with a team of 4 classmates to conduct research on DaVita
financial reports and conducted market research using Capital IQ
financial modeling skills to estimate an equity valuation for DaVita
Completed 100 hours of volunteer work throughout high school and college with organizations such as DenverBotanic Gardens, Goodwill, and Amity Plaza Retirement Home.
Member of the Leeds School of Business Finance Club & Alpha Kappa Psi Business Fraternity.
SAT Score 1420 (710 math, 710 critical thinking/vocabulary).
Office certified in Word, PowerPoint, and Excel
Asset management, bookkeeping, oral
communication, oral, corporate finance, critical thinking, client, clients, customer satisfaction, database, detail-oriented, economics, fast, financial, Insurance, insurance sales, International Business, investment banking, JAVA, VBA/Excel, people skills, policies, problem solving, promotion, quality, quick-learner, sales, scheduling, search engine optimization, search engine
optimization, securities, self-motivated, Seminars, statistics, supervisor, time management, time
management, website, written, written communication
Constructed several multivariate statistical regression analysis to asses the affect of Foreign Direct Investment (FDI) on the 2008 financial crisis on a macroeconomic scale.Recommended the integration of Cost Benefit Analysis (CBAs) on several different proposals for the University ofColorado Environmental Committee. Providing these assessments to the university led to a 33% overall increase in annual budget.