Management Life Insurance

Nicholas W. Hodge

**** ******** **** . *********, ** 37909

423-***-**** . ab9n2l@r.postjobfree.com

INVESTMENTS / CREDIT / SALES PROFESSIONAL

Established a successful record of achievements and career growth in

investment and trust banking, lending, credit analysis and counseling,

management, and staff training/development. Earned a reputation as an

aggressive business development and management professional with strong

skills for leading presentations that sell clients on product/service

quality, securing client loyalty, motivating and effectively managing

employees, improving operations, and growing revenue/profits. Offering

experience and successful record in all phases of the sales cycle,

credit/loan approval process, and generating loan volume growth. Additional

strengths include:

. risk management/credit analysis . financial planning

.

loan portfolio

growth/management

. business plan development . regulatory

compliance .

promotional

programs

. team leadership . credit

counseling

. employee

education

Professional Experience

FIRST TENNESSEE BANK, Knoxville, TN, 6/12 - Present

Trust Officer. Administer and prospect for individual and institutional

trust accounts as per client and legal specifications by keeping track

of the cash-flow of trust accounts, and ensuring that investments are in

compliance with federal laws.

. Provide financial advice and guidance to trust beneficiaries.

. Responsible for filing tax returns for trust funds.

. Prepare annual accountings for court approval on guardianship and

conservatorship accounts.

. Execute trust by-laws according to legal documents.

MERRILL LYNCH, Morristown, TN, 10/10 - 2/12

Financial Advisor. Utilized knowledge of tax and investment strategies,

securities, insurance, pension plans, and real estate to advise clients of

financial plans.

. Responsible for targeting lending and residential and corporate

banking needs.

. Generated clients through referrals and cold-calling.

. Strategically managed IRA's, 401ks, and investment accounts.

. Awarded #1 in Practice Management Development through quarterly

recognition in 2011.

VALIC Financial Advisors, Morristown, TN, 11/09 - 9/10

Financial Advisor. Built client base, acquired assets through referrals,

prospecting, seminars, and networking, and trained Human Resource groups

on employee investment benefits.

. Recognized new corporate 401k opportunities and presented consultative

financial solutions.

. Proactively called existing customers for cross-sell opportunities.

. Utilized financial planning tools to better understand clients' needs.

. 2010 Rookie of the year qualification.

EDWARD JONES INVESTMENTS, Jefferson City, TN, 11/08-9/09

Financial Advisor. Entrusted with the task of providing advice and counsel

to business and individual clients in order to aid the process of

investment and asset management.

. Developed a thriving referral system.

. Promoted life insurance and long-term care products to existing book

of business.

. Identified potential products that best fit the client's needs.

NORTHWESTERN MUTUAL FINANCIAL NETWORK, Knoxville, TN, 7/08-11/08

Financial Representative Intern. Responsible for assessing clients'

circumstances, risk-comfort, and objectives to customize a financial plan

that achieved their financial goals.

. Proactively met with clients to discuss current financial situations and

future goals and recommend solutions.

. Through extensive fact-finding, uncovered long-term goals that helped

determine clients' needs.

Nicholas Hodge

Page 2

Education

B.S., Business Management (Minor in Human Services), CARSON-NEWMAN COLLEGE,

Jefferson City, TN (2008)

Licenses

. Series 7

. Series

66

. Life Insurance

. Health

Insurance

. Variable Annuities

.

Certified Special

Needs Advisor

. Nationwide Mortgage Licensing System

Volunteer Activities

JUNIOR ACHIEVEMENT, 2006-2012

Teacher. Instructed financial literacy classes.

SAMARITAN HOUSE, 2003-2011

Volunteer. Updated their back-office management systems, led Bible studies

and courses on cash management.

APPALACHIAN OUTREACH, 2003-2011

Volunteer. Completed construction projects, reorganized food pantry

system, consulted people on government programs and how to receive

assistance.

HAMBLEN COUNTY ELECTION COMMISSION, 2006-2010

Election Official. Responsible for certifying elections and managing all

aspects of the Hamblen County election process.

OPERATION INASMUCH, 2006-2008

Volunteer. Serviced community projects by stocking food panties, teaching

budget and account balancing.

BEST BUDDIES, 2003-2008

Officer. Managed fundraising and finance committees. Participated in the

Buddy Program.

Contact this candidate