Life Insurance Sales

Jeremy Lee

*** **** **. ***. **- New York, NY *0012 908-***-**** -

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

Summary of Accomplishments

. Analyzed financial statements accurately for 401K's, 403b's, non-

qualified accounts, and pension accounts. (Vanguard)

. Awarded for being in the top 10% of generating Business Development

leads by retaining on average $500,000 monthly. (Vanguard)

. Planned the "Heart of the Apple" fundraiser benefitting the American

Heart Association for 150 guests. (Lifestyle Skin Technology)

. Achieved "Outstanding First Quarter Sales Award" by bringing in

$50,000 in new business. (MetLife)

. Implemented a training called "Navigation of Systems" that increased

call quality and system efficiency. (Vanguard)

. Generated $300,000 in new business by presenting a "Retire with

Confidence" seminar with a senior producer. (MetLife)

. Mentored and trained new hires into their roles from three separate

new hire classes. (Vanguard)

Work Experience

Lifestyle Skin Technology, Marketing Coordinator Intern, New York City, NY

August 2010 - December 2010

. Maintained and updated social networking sites geared towards new

products ideas for skin care and hair removal.

. Managed skin care and hair removal vendors to ensure accuracy in

shipments and orders.

. Researched new ways to get the company brand out in the internet using

Web 2.0 vendors.

. Coordinated documents from the vendors including inbound freight and

open POS.

The Vanguard Group, Client Relationship Associate, Malvern, PA July

2007 - May 2010

. Executed in-depth fund discussions with high net worth executives and

CEOs on their retirement accounts.

. Analyzed 50 to 60 retirement accounts daily by rebalancing,

allocating, and exchanging mutual funds.

. Administered special projects that led to new workflows, team-building

activities, and achieving department goals.

. Forecasted the amount of inbound calls to the floor to ensure proper

staffing and reported monthly call quality trends.

. Developed a liaison role between our Business Development Group by

being a top lead generator.

MetLife Inc., Financial Advisor, Plymouth Meeting, PA September 2006 -

June 2007

. Maintained a book of business of over 50 clients by selling $250,000

in annuities and $1 million in life insurance products.

. Collaborated with senior associates to establish new accounts totaling

$2 million in new business.

. Developed the ability to market and prospect small businesses and

individuals by showing a strong client relationship and referral

skills.

. Customized financial plans for individuals and small businesses by

evaluating their retirement needs and goals.

Educational Background

Saint Joseph's University, Erivan K. Haub School of Business, Philadelphia,

PA

Master of Business Administration in Finance, GPA 3.67 September

2009 - Current

Temple University, Fox School of Business & Management, Philadelphia, PA

Bachelor of Business Administration in Marketing, GPA 3.25 August

2002 -August 2006

. Minor in Human Resource Management, People First Certificate

. Sigma Pi Fraternity, President (2002 - 2006)

. Johnson and Harwick Dormitory Student Senate, Secretary 2002

Additional Information

Licenses: Series 6, Series 63

Language: Chinese (Cantonese) - Basic

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