Customer Service Life Insurance

Manuel M. Martinez

** ********** ******, *****,

NJ 07066

Mobile 732-***-****

******@*****.***

OBJECTIVE

To obtain the Customer Service Associate position that utilizes

customer service skills and knowledge of the financial markets, along

with strong analytical skills

< Knowledge of the financial markets, annuities, mutual funds and life

insurance demonstrated through

two years of experience as a financial professional with a

large life insurance company and the

accomplishment of passing the securities (NASD series 7), the

investment adviser (NASD series 66),

and the Life and Health test

< Exceptional customer service demonstrated through years of experience

as financial professional and

restaurant owner

< Relevant academic background and coursework: Micro and Macro

Economics, Money and Banking,

Finance, Investments, Regression/Forecasting Models,

Econometrics

< Solid skills utilizing Excel, Word, PowerPoint

< Strong analytical and research skills established through coursework in

regression analysis

< Excellent at maintaining accurate records

EDUCATION

Rutgers, the State University of New Jersey, Newark, NJ

Bachelor of Arts in Economics October 2005

WORK EXPERIENCE

Ole Fire Grill Restaurant, Cranford, NJ

Owner and Managing Member 2009-2011

Maintained accurate accounting records

Hired and supervised employees creating an environment of collaboration and

teamwork

Executed marketing and advertising strategies targeted toward new and

existing costumers

Managed everyday affairs with a sense of urgency

Responsible for ordering from providers and maintaining accurate inventory

on a weekly basis

Axa Equitable (Life Insurance Company), Edison, NJ

Financial Professional 2006-2008

< Retirement Benefits Specialist, specialized in retirement planning

< Met with different clients on a daily basis. Put together

financial plans, selecting the asset allocation and investments

suitable to the client's risk tolerance and goals. Periodically

monitored and reviewed the plan with the client to ensure the funds

met client's suitability

< Specialized in Tax Sheltered Plans, such as 401a, 401k, 403b, 457, and

IRA

< Extensive knowledge Life (Whole and Term) and Long-Term Care Insurance

< Investments such as mutual funds, stocks and bonds

< Provided outstanding costumer service in dealing with transactional,

maintenance or service-related issues

LICENSES

FINRA series 7, series 66

Life and Health

SKILLS

Professional: Strategic thinker

Excellent interpersonal and organization skills; team

player

Intellectual curiosity, Results and Performance Driven

Excellent prioritizing and meeting deadlines

Ability to multi-task

Language: Fluent in Spanish and Portuguese

Contact this candidate