Customer Service Life Insurance

William C. Goscinski ** Belmont Avenue

Bayville, NJ 08721

Primary Phone: 732-***-****

Secondary Phone: 732-***-****

E-Mail: ********@***.***

Objective:

Seeking a business career utilizing academic preparation and work

experience

Summary of Qualifications

. Efficient, detail-oriented and highly motivated

. Proven leadership, communication, and problem solving skills

. Work well in team oriented environments as well as independently

. Proficient in Microsoft Office, MISER/S1 Banking Solutions, and other

computer based applications

Professional Experience

June 2012-Present Guardian Life Insurance, Princeton,

NJ

Financial Representative

. Conduct comprehensive portfolio analyses for prospective and current

clients to formulate financial strategies based on their objectives,

resources, time horizon, risk profile and preferences

. Advise clients on the relative merits of different financial products

including Life, Health, and Disability Insurance, Retirement and

College Savings Plans, Mutual Funds, Annuities, and Group Benefits

. Manage multiple portfolio's with diligent attention and continual

analysis of economic trends to determine appropriate asset allocation

. Create, implement, and frequently review financial plans to ensure

compliance with internal and external policies, rules and regulations

. Design and execute business development strategies to attract and

acquire new clients through mass mailing, cold calling, referrals, and

walk and talks

. Prepare and deliver financial presentations to clients and assist them

in making investment decisions

. Build and maintain fulfilling customer relationships by networking,

suggesting investment products and services that best fit the

customers needs, and delivering results

June 2007- June 2012 Hudson City Savings Bank, Toms

River, NJ

Assistant Manager

. Responsible for handling the daily operations of the bank including

customer relationship, staff, and account management, cross selling

products, security, and business development

. Trained, motivated and led fellow co-workers to ensure a continuous

commitment to excellent customer service

. Provided solutions to employee and customer related issues by

conducting research into complaints and taking the steps necessary to

resolve immediate as well as future problems

. Assured compliance with banking rules and regulations such as AML,

BSA, and KYC through the regular monitoring of customer activity and

the analysis of financial reports involving suspicious activity

. Collaborated with other financial institutions and ensured the

accurate completion of IRA transfers and rollovers, estate and loan

closings, wire transfers, bill payments, and powers of attorney

Certifications

. FINRA Series 6

. FINRA Series 63

. NJ Life Insurance Producer License

. NJ Accident & Health Insurance Producer License

. Notary Public

Education:

B.S. Business Administration

Rowan University, Glassboro, NJ

GPA 3.2, Dean's List

References available upon request

Contact this candidate