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Click here or scroll down to respond to this candidateCandidate's Name
Phone PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEPROFESSIONAL PROFILEResults-focused, multi-disciplined Senior Registered Sales Assistant with extensive experience in all facets ofInvestments, Banking and Account Relationship Management in a fast-paced, deadline-oriented financial market.Team player with excellent communication skills that works well with all levels of management and staff. Combinestrong administrative skills with expertise in: Managed Futures Team/Group Leadership Equity Trading Customer Service Regulatory Compliance Option Trading Account Relationship + Commitment to Excellence Fixed Income Management * Microsoft Word, Excel, Mutual Funds Organizational Skills Outlook and ACTPROFESSIONAL EXPERIENCEAugust 2019 - December 2019Mercer - Marsh and MeClennan (Remotely)Worked with 50 plus companies - assisting client's employees calling in for support or assistancein enrolling in various plan offerings. Life, Health, Dental, Vision, Long Term/Short TermDisability, Voluntary Supplemental Plans such as Hospital Indemnity, Accident, and Criticallness as well as HSA, FSA, DCFSA etc. We are responsible for educating employees onavailable Health and Life benefits during their Open Enrolment season as a seasoned BenefitsCounselor.August 2017 - PresentIndependent AgentExpense products with carriers such as Cigna, Aetna,Mutual of Omaha, Manhattan Life, Western United Life, United American and Medico, Thisincludes Dental, Vision, Hearing as well as Supplemental Benefits, (Hospital Indemnity, Accidentand Critical Iliness plans as well as Dental plans.September 2016 - May 2017Fuller & CompanySr. Registered Sales AssistantAssisted top producing Independent Wealth Manager in the Metro - Atlanta area. We servicedhigh net worth clients and ultra high net worth clients which included providing Tax services aswell as Insurance services to accommodate our clients in every facet of Wealth Managementincluding Suecessorship of Wealth and Estate Planning.August 2015 - September 2019USHealth AdvisorsLicensed Insurance Agent - #W268740Independent agent selling State Approved Health Insurance Plans off the ACA, affiliated withUSHealth Advisors which is underwritten by Freedom Life Insurance Company of America.June 2015 - August 2015Northwestern Mutual Life Insurance Co.Licensed Insurance Agent - #W268740Sponsored to obtain 215 License (Life, Health & Variable Annuities) which included an extensive2 week training course. |
