999 Main Street • Any Town, NY 99999 • firstname.lastname@example.org • 999 999 9999
Toa position with a well established organization with a stable environment that will lead to a lasting relationship.
ABC Inc. 11/08 – Present
- Life and Health Insurance License.
- Knowledgeable in numerous products such as stocks, options, bonds, mutual funds, fixed and variable annuities, universal and variable life insurance, and disability and long term care insurance.
- Contacted customers and prospects daily by phone and set appointments.
- Prepared presentations for delivery of client recommendations.
Account Vice President- Investments
XYZ Corp. 04/07- 09/08
- Gather and manage client’s assets.
- Give seminars related to assets classes.
- Educate clients on various financial asset categories available to them to help them meet their goals.
- Help individuals and businesses set up retirement plans for themselves and their employees.
BCD Inc. 02/06-04/07
- Modeling non-commercial customer trade contracts for revised go-to-market strategy formulation.
- Analyzing operator trade promotions to optimize spend prioritization and portfolio management decision-making.
in Management, New York University 09/ 2009
BS in Accounting, New York University 09/2001
Life and Health Insurance Producer
MS Office – Word, Excel, Outlook