| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Savannah, GA Street Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLEPROFESSIONAL SUMMARYI am looking for a Relationship Manager opportunity utilizing my experience in mutual fund asset allocation and asset protection thought banking products to enhance and grow a customer base.SKILLSFINRA Series 7, 65, 63, 6 CRD# 5613291Life and Health Insurance License NPN # 6586609Regulatory ComplianceEXPERIENCEFEBRUARY 2024-CURRENTOwner/AgentCoastal Financial Solutions Savannah, GAWrote and implemented a business plan to reach the mass market and small business owners who depend on the Affordable Health Care Act to increase and retain their work force.Increased my circle of influence of referrals with small business development associations.OCTOBER 2023-FEBRUARY 2024Business Development ManagerTrue Coverage Insurance Savannah, GAOriginated Affordable Health Care and applications matching customer needs with a financial solution.MARCH 2013-AUGUST 2023FINRA Registered RepresentativeTIAA Charlotte, NCExpanded client's portfolio of assets under management and fee income with consolidation of outside previous employer retirement plans, IRAs, 403B and 401K plans, resulting in 125% of scorecard goal year after year.Identified gaps of risk exposure. Whole Life, term life, Key Person and buy sell agreements reduced exposure to financially life changing events.Internal referral partnership, I achieved a 150% of referral goal for both mortgages and insurance.Banking and brokerage services provided client solutions to help them achieve their changing financial goals.EDUCATIONBusiness Degree - Marketing and FinanceMercer University, Macon. GA |
