Financial Advisor

•••••Objective Use my abilities to access current insurance and financial goals, then implement strategies to achieve the stated goals
Experience •••••Present MetLife Ringtown, Pa
Financial Advisor
h Help new and existing clients meet their insurance and financial goals
••••• Self Employed Shenandoah, PA
Independent Representative
X Started my own insurance and financial services agency
••••• First Federal Bank Hazleton, PA
Manager, Insurance Financial Services
X Developed and trained Licensed Bank Employee Platform
X Coordinated Multi-line activities among bank customers and agents.
X Increased sales from $3 million to $••••• million.
X Tripled bank referrals for insurance and investment products
••••• Prudential Insurance Pottsville, PA
Registered Representative / Manager
X Conference Qualifier
X Consistently ranked in the top ••••• for investment sales
••••• Antonelli Institute Pottstown, PA
Financial Aide Officer
X Automated financial aide process V reducing processing time.
X Created financial aide processing manual.
Licenses Life, Accident and Health
Property and Casualty
Series 6, ••••• and •••••
Industry Education and Achievements Qualified and attended Aviva Life Insurance Companys Advanced Marketing Producer training •••••, •••••, •••••
CFP courses on Estate Planning, Investments and Fundamentals in Financial Planning
Prudentials John F. Drydens School of Management
Qualified for Aviva Life Insurance Companys top sales conference ••••• & •••••
Produced MDRT level insurance sales in ••••• & •••••
Education ••••• Shippensburg University Shippensburg, PA B.S.B.A. concentration in accounting
Interests Golf, Biking, CYO Coach