four innovation ideas approved for patenting at USAA
•••••, KeyCorp, achieved top producer status in annuity sales
•••••, Allstate Elite Award, High Professional Standards
•••••, US Bancorp President’s Club, #1 Sr. Financial Specialist, state of Washington
•••••, Headliner’s Club US Bank all four quarters for consistent high production
•••••, Top of the Pyramid Award, Transamerica, excellence in customer service
•••••, Super All American Insurance Agent status, (top 5% in company)
•••••, Honor Roll for Life/Disability production, Country Insurance & Financial
Experience & Skill Sets:
-Taught Financial Specialist University for US Bancorp in Profiling and Relationship Building.
-Regional Credit Life & Disability Wholesaler US Bank, southern California, covering ••••• branches and approximately ••••• employees including; compliance, teaching New Banker School.
-Use of corporate data bases, government data bases, Microsoft Programs including; Word, Works, Excel, Powerpoint.
-Created own profiling system that I have taught.
-Ability to effectively orally and in writing within vast variety of demographics effectively, achieving results, explaining benefits and features.
-Ability to coach and mentor colleagues in record keeping, presentations and documentation and sales.
-Successfully worked with legal departments to develop and create innovative ideas to patenting, involving process improvements, web design/marketing, technology and conceptual ideas.
-Elected Vice President, Classified Union representative at Burlington Edison School District.
-Ability to problem solve, utilizing available resources, achieving high results consistently.
Education & Licenses:
Washington Insurance Licenses: Property, Casualty, Life, Disability
FINRA/NASD securities Licenses: Series 6,•••••
Skagit Valley College:•••••General Associates Degree
December, •••••••••••••••, g.p.a.
US Navy
•••••/•••••/•••••/•••••/••••••••••Honorable Discharge
Professional Philosophy:
Follow through and excellence in workmanship is important to me. I enjoy achieving results and process improvement. Working within a team environment and independently, are both rewarding to me. Relationship building is necessary, I believe, to building a successful business model. I believe a solid work ethic is necessary to build credibility and trust.
•••••
••••• A. •••••
•••••
•••••
•••••
Awards & Achievements:
•••••, four innovation ideas approved for patenting at USAA
•••••, KeyCorp, achieved top producer status in annuity sales
•••••, Allstate Elite Award, High Professional Standards
•••••, US Bancorp President’s Club, #1 Sr. Financial Specialist, state of Washington
•••••, Headliner’s Club US Bank all four quarters for consistent high production
•••••, Top of the Pyramid Award, Transamerica, excellence in customer service
•••••, Super All American Insurance Agent status, (top 5% in company)
•••••, Honor Roll for Life/Disability production, Country Insurance & Financial
Experience & Skill Sets:
-Taught Financial Specialist University for US Bancorp in Profiling and Relationship Building.
-Regional Credit Life & Disability Wholesaler US Bank, southern California, covering ••••• branches and approximately ••••• employees including; compliance, teaching New Banker School.
-Use of corporate data bases, government data bases, Microsoft Programs including; Word, Works, Excel, Powerpoint.
-Created own profiling system that I have taught.
-Ability to effectively orally and in writing within vast variety of demographics effectively, achieving results, explaining benefits and features.
-Ability to coach and mentor colleagues in record keeping, presentations and documentation and sales.
-Successfully worked with legal departments to develop and create innovative ideas to patenting, involving process improvements, web design/marketing, technology and conceptual ideas.
-Elected Vice President, Classified Union representative at Burlington Edison School District.
-Ability to problem solve, utilizing available resources, achieving high results consistently.
Education & Licenses:
Washington Insurance Licenses: Property, Casualty, Life, Disability
FINRA/NASD securities Licenses: Series 6,•••••
Skagit Valley College:•••••General Associates Degree
December, •••••••••••••••, g.p.a.
US Navy
•••••/•••••/•••••/•••••/••••••••••Honorable Discharge
Professional Philosophy:
Follow through and excellence in workmanship is important to me. I enjoy achieving results and process improvement. Working within a team environment and independently, are both rewarding to me. Relationship building is necessary, I believe, to building a successful business model. I believe a solid work ethic is necessary to build credibility and trust.
•••••
