Yyyyyy x. yyyyyy

6 Mountainview Dr. | Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx | abc@xyz.com

Finance Expert

Hardworking, confident and knowledgeable insurance professional with years of demonstrated experience in working with clients to help them achieve their financial objectives. Skilled in all facets of business operations; often regarded as a subject matter expert in maxxxxxx areas by peer colleagues. Adept in adapting to new processes and emerging forms of technology. Sales achiever seeking to secure a challenging new role with a current client compaxxxxxx s Human Resources department. Targeting opportunities with a focus on administration of insurance and retirement packages.

Areas of Expertise

Personnel Hiring | Training & Development | Customer Service | Business Development

Project Management | Process Improvements | Problem Solving | Strategic Planning & Analysis

Financial Consulting | Supervision & Management | Critical Thinking | Leadership

Fiscal Reporting | Time Management | Organization | Technical Savvy

Employment History

Aflac

Agent | 2016-Present

• Work intensively with individual clients and business owners to focus on filling in gaps left by major medical plans
• Ensure cost efficacy and proper client fit across all offered policy plans
• Guide and coach new hires in proper industry practices and standards, as well as corporate procedures and workplace success methods
• Serve within the top 15% of new Agents within the Northwestern U.S. due to industry acumen
• Aim to attain objectives per the District Manager and compaxxxxxx; achieved great success in this regard during the first six months of employment
• Honored with a series of noteworthy bonuses and awards thus far

Independent Contractor

Life Insurance Agent | 2015-Present

• Sell life insurance offerings to clients of all need types, with an emphasis on offering policies that pay out to beneficiaries as a means of protection in the event that a policyholder dies
• Carefully assess client needs to determine which policy type will work best in their respective circumstance.
• Market life insurance as being applicable at all life stages, including estate planning, retirement college savings, as well as a source of supplemental income

GreyCliff Advisory Group

Senior Financial Advisor/Director of Commodities | 2015-2016

• Revisited and upheld client objectives, particularly for those with high-risk tolerance and above-average volatility
• Diversified clients objectives in an attempt to maintain low risk levels
• Maintained close contact with energy market colleagues to keep clients apprised of the current market curve and conditions, factors ultimately determined by the energy sector
• Mentored and trained new hires in properly crafting a progressive path to success within the compaxxxxxx
• Focused more on planning and decreasingly focused on transactional business processes over the course of tenure in role

Yyyyyy x. yyyyyy

Continued

AXA Advisors LLC

Financial Advisor/Registered Representative | 2014-2015

• Connected effectively with clients to determine their goals and devise related strategies that could be leveraged to aid them in financial goal achievement
• Offered specific suggestions for cash management, insurance coverage and investment
• Mastered the art of effective client prospecting and securing, so as to build and sustain a solid customer base
• Assessed financial market trends on a regular basis to make certain that all plans are effective, as well as facilitate updates as needed for each specific plan

WEEL TRADING

Account/Risk Manager | 2010-2014

• Directed a team of Head Traders and risk management experts in a proprietary trading desk setting; worked collectively to deliver support for a $3M account
• Gained an overarching comprehension of world markets relationships and how each one affected the other
• Generated over $250K in total savings in 2010 by working diligently to avoid trading risks

ENERGYLINKS FUTURES

Floor Operations Manager/Trader | 2003-2009

• Led all corporate operations for a floor brokerage on the Xxxxxx Mercantile Exchange
• Successfully built and led a dynamic cross-functional team; included Brokers, Phone Clerks and Trader Assistants
• Managed all staffing, training, and business development efforts for the brokerage; sought to always foster and maintain mutually beneficial business relations with key stakeholders
• Monitored transitional business each day to note trends and items of importance
• Fueled high levels of regulatory compliance at all times

Education & Credentials

Associate of Science, Business Administration, Xxxxxx Community College

Completed Courses, Ramapo College of New Jersey

Licenses, Series 7, 63, and XXXXXXS Health & Insurance

Also attended numerous trainings and seminars through AXA

Yyyyyy x. yyyyyy

6 Mountainview Dr. | Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx | abc@xyz.com

March 19, 2018

Hiring Agent Name

Title

Compaxxxxxx Name

Address

City/State/Zip Code

Dear [Hiring Agent Name],

I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration. As demonstrated in the accompaxxxxxxing resume, my professional qualifications include the following accomplishments:

• I bring to axxxxxx firm years of successful client-centered experience. I work with each assigned customer to assess their respective needs and offer them services to match their stated points of preference.

• I am a customer service expert, with acumen in business development, reporting, staff hiring, training and other highly transferable skills that I believe will serve me well as I transition to an insurance administration role in Human Resources.

• With axxxxxx opportunity I tackle, I utilize all resources at my disposal to boost achievement levels and, hopefully, instill in all supervised staff a sense of pride and accomplishment in achieving compaxxxxxx objectives.

• I possess a solid experiential background and training foundation. I have an A.S. in Business Administration and various Licenses, including Series 7, 63 and my Xxxxxx State Health & Insurance credential. I ve also engaged actively in on-the-job professional development.

• My hope is to catapult my career to the next level and transition into a career change that will not only allow for leverage of my existing core competencies, but also offer the possibility of career advancement.

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.

Sincerely,

Yyyyyy x. yyyyyy

Enc. Resume