** ********* ****** ***** *******, CAS

413-***-****

Springfield, MA 01107 abwuxb@r.postjobfree.com

SUMMARY

Financial professional with 17 years of experience in the insurance and investment field. An accountable

individual with the ability to follow through and complete assignments. Excellent interpersonal and

communications skills. A result-oriented self-starter capable of working with little or no supervision.

RELATED EXPERIENCE

Maffee Financial Group Glastonbury, CT

Financial Advisor

Establish face to face meetings with people and analyze their financial needs and provide them with

solutions which will enhance their portfolios to help achieve their goals and objectives.

ALLSTATE FINANCIAL 2012-2013

Personal Financial Representative

Work with an agent in Hartford and establish face to face meetings with people and analyze their financial

needs and provide them with solutions that will enhance their portfolios to help achieve their goals and

objectives.

PRUDENTIAL FINANCIAL, Hartford, CT 2007 – 2011

Retirement Counselor

Contact employees that have separated service and review options of their retirement account, using a

consultative conversation approach to develop a solution appropriate for participants. If it is the best

interest is the IRA, I would create a portfolio utilizing our array of products.

• Rolled $1.1 million into a IRA the first three months

• Received an award as one of the first to sell a new product called Income Flex, did a presentation to

the department on how it was beneficial for those participants

METLIFE FINANCIAL SERVICE, Holyoke, MA 2004 – 2006

Financial Service Representative

Establish face to face meetings with people and analyze their financial needs and provide them with

solutions that would enhance their portfolios to help achieve their goals and objectives.

• Achieved Super Starter Award

• Prospected to co-worker that facilitated to a 1 million life insurance policy

PHOENIX INSURANCE COMPANY, Hartford, CT 2000 – 2003

Annuity Internal Wholesaler

Worked closely with external wholesalers to drive new annuity sales and increase market share for

all channels. Consulted with agents, provided annuity quotes, sales ideas, sales literature and accurate

responses to incoming calls nationwide.

• As of October 2003, two territories ranked #4 and #17 in overall production out of 39

• Increased annual sales from $500,000 to $30 million at year end in 2002 in the Texas territory

• Increase annual sales from $5 million in 2001 to $55 million in 2002 in the Florida territory

EDUCATION & PROFESSIONAL DEVELOPMENT

A.S., Finance, SPRINGFIELD TECHNICAL COMMUNITY COLLEGE, Springfield, MA

FINRA LICENSES: Series 6,7,63, 66 and Life & Health

Certified Annuity Specialist Designation (CAS)

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