Insurance Financial

STACY CATHELL

* ******** *** **********, **** Virginia, 26508 United States 304-***-**** *************@*****.***

PROFESSIONAL EXPERIENCE

Allstate, Northbrook, Illinois United States

Exclusive Financial Specialist, Aug 2012 – present

Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.

Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing

basis.

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial

performance indicate a need for plan reassessment.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives,

risk tolerance, and other information needed to develop a financial plan.

Recommend strategies clients can use to achieve their financial goals and objectives, including specific

recommendations in such areas as cash management, insurance coverage, and investment planning.

Guide clients in the gathering of information such as bank account records, income tax returns, life and disability

insurance records, pension plan information, and wills.

Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully

understand clients' financial goals and circumstances.

Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the

evaluation of severance packages.

Identify, develop, and evaluate marketing strategy, based on knowledge of establishment objectives, market

characteristics, and cost and markup factors.

Coordinate and participate in promotional activities and trade shows, working with developers, advertisers, and

production managers, to market products and services.

Negotiate contracts with vendors and distributors to manage product distribution, establishing distribution networks

and developing distribution strategies.

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including

automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and

medical malpractice.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the

person or property to be insured, and to discuss any existing coverage.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective

clients.

Customize insurance programs to suit individual customers, often covering a variety of risks.

Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive

technical assistance in developing new accounts.

Search for and recruit applicants for open positions through campus job fairs and advertisements.

State Farm Agent, Pittsburgh, Pennsylvania United States

State Farm Agent, Oct 2001 – Jul 2012

State Farm, Parkersburg, West Virginia United States

Claims department, Sep 1995 – Oct 2001

EDUCATION

West Virgina University, Morgantown, West Virginia United States

Completed coursework towards Associates in Arts

American Educational Institute, New York, New York United States

Completed coursework towards Law of Claims Fraud Investigation and Defense

American Education Institute, New York, New York United States

Completed coursework towards Claims Law Legal Principles

ADDITIONAL SKILLS

17 years of training and work experience in the insurance and financial industry.

Property/Casualty License.

Life Accident Health License.

Series 6 and 63 Securities License.

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