Gavin Charlton
** **** ******** *** *** ** Cell:
Palisades Park, NJ 07650
Email: ********@*******.***
PROFILE
Performance-driven Insurance Producer with over 3 years of progressive
sales experience in worksite employee benefits. Focus on helping employers
develop a well balance employee benefits plan that is going to attract and
retain talented workers. Additional expertise in:
Negotiating with Upper Management Benefits
Implementation
Group Presentations
Assist with filing claims
Section 125 Plans/FSA
Setting up Payroll Deductions
Worksite Voluntary Benefits
Prospecting/Generating Leads
Effective Communicator/Listener Self-
Management Skills
PROFESSIONAL EXPERIENCE
Aflac Insurance, Elmwood Park, NJ
10/2006 - Present
Insurance Associate
. Prospect upper management (HR Managers, CFOs, COOs etc) in small to
midsize companies to evaluate their current benefits plan.
. Design and develop programs that are going to attract and retain
talented workers at no cost to the employer.
. Implement Section 125 Plans that will save the employer and their
employees on FICA taxes.
. Conduct group presentation to employees and be their point of contact
for filing claims or if the have any questions.
. Develop marketing plans to generate leads and to get referrals.
. Planning and facilitation of annual open enrollments and schedule time
to meet with new employees to discuss benefits.
. Be an advisor to employers regarding their employee benefits package.
Washington Mutual Bank, Emerson, NJ
11/2005 - 6/2006
Personal Financial Representative
. Sell and cross sell checking accounts and other banking services to
business and personal clients.
. Generate new clients by prospecting business-to-business and joining
chamber of commerce groups.
. Open loans and lines of credit for businesses, so that they have
capital to operate their businesses.
. Assist banking clients with their Mortgage Loans and Home Equity Line
of Credits
. Assist banking clients with their day-to-day banking needs.
. Surpass customer retention goals by giving exceptional customer
service.
Valley National Bank, Tenafly, NJ
9/2004 - 10/2005
Teller
. Assist customers with their banking transactions.
. Deposit and withdraw money from client's accounts and recommend other
banking products.
. Increase customer loyalty and retention by delivering great customer
service.
. Consistently never been short or over on my cash box.
. Accurately count large sums of money.
EDUCATION AND CREDENTIALS
Berkeley College
Bachelor of Science in Finance (2012 expected graduation)
Professional License:
Life and Health Insurance License (NJ/NY)
Professional Training:
Aflac Sales Training
Aflac Flex One (Section 125)