VINCENT JAMES COLUBIALE
**** ** ******* **, ***** 206, Robbinsville, New Jersey 08691
abmrea@r.postjobfree.com
CAREER PROFILE
. Goal-oriented, organized and efficient professional with five years of
success in the financial services industry as an Executive Assistant/Para
Planner for a Certified Financial Planner (CFP) as well as in
administration and sales.
. Experienced leader with proven ability to:
V manage financial resources and track data
V multitask projects and responsibilities
V use professional judgment
V intelligently communicate financial data
V be solution driven through problem solving
PROFESSIONAL EXPERIENCE
MacLean Agency, Princeton, New Jersey
Account Representative, Employee Benefits (October 2005 - Present)
Executive Assistant/Para Planner (October 2004 - Present)
As an Account Representative in Employee Benefits, I handle employee
benefit packages for employer groups that range from
2-50 employees. I work with approximately one hundred business owners to
handle their company's medical, dental, life,
disability, and long term care insurance. In addition, I also set up
401(k), IRA, Roth IRA, and non-qualified investment
accounts. In this position I am responsible for:
. meeting all business owner clients face to face at time of renewal
. quoting alternative options and finding innovative solutions to the
rising cost of insurance
. holding open enrollment meetings with employees using PowerPoint
presentations and relevant handouts
. processing enrollments and terminations for employees
. working with business owners and their employees one on one to solve
claims
. cold calling to bring in new business and working with the business
owners to sell individual insurance products
As a Para Planner for a Certified Financial Planner (CFP), I work with and
assist the CFP with daily activities. I was hired for this position out of
college, and as I have evolved to be able to bring in new business, I still
work with the CFP to continue to advance my knowledge in financial
services. In this position I am responsible for:
. grammatically writing financial plans for high net worth clients based
on the recommendations of the CFP
. following up with clients and underwriters
. setting appointments
. tracking new business by creating new systems in Excel
. re-allocating investment portfolios
. handling paperwork
Prudential Financial, Newark, New Jersey
Insurance and Financial Services Associate (October 2005 - Present)
As an Insurance and Financial Services Associate, I am a 1099 contractor
working for the MacLean Agency as a Producer for Prudential Financial.
This position allows me to give financial advice and sell investment
products as Prudential serves as my broker dealer. Due to my communication
and presentation skills that I have developed in employee benefits,
Prudential appointed me to roll out a new nationwide program in 2009 called
DreamBuilders to New Jersey Prudential Real Estate Agents. DeamBuilders
allowed Prudential Real Estate Agents across the country, who are 1099
contractors without group benefits, to be offered group coverage for:
medical, dental, vision, disability, life, and long term care insurance.
There is also a Single K investment platform with Oppenheimer available
with no load shares. With DreamBuilders I was responsible for:
. thirty two Prudential Real Estate offices in New Jersey & over one
hundred and fifty agents
. setting up appointments with the manager of each office to roll out
the platform to their agents
. meeting with each office and doing an hour presentation
. following up with agents that were interested
. review of existing coverage's for each interested agent
. giving personalized consultation
EDUCATION
Bachelor of Science, Business Studies, Concentration in Marketing, The
Richard Stockton College of New Jersey
PROFESSIONAL REGISTRATIONS/DESIGNATIONS
FINRA Series 7
FINRA Series 66
NJ & PA Heath/Life/Variable Insurance Licenses
Currently enrolled at The American College for the designation of
Registered Health Underwriter (RHU)
PROFESSIONAL ACTIVITIES & ACCOMPLISHMENTS
. Treasurer, The Richard Stockton College of New Jersey Alumni Board of
Directors (2005 - Present)
. Responsible for the oversight of the Budget Committee
. Produce monthly and annual cash flow statements
. Establish fiscal year budget policies
. Handle both checking & investment accounts
. Communicate financial statements and financial decisions to the
Alumni Board
. Currently working to set up an endowment for graduate students
. Member, The Richard Stockton College of New Jersey Search Committee for
Dean of Admissions (2006)
. Member, Princeton & Mercer County Chamber of Commerce (2006 - Present)
. Captain, The Richard Stockton College of New Jersey Men's Soccer Team
(2003-2004)
. 2001 NCAA Division III National Champions
. 1999 NCAA Division III National Semi-Finalist
. Member, Pi Sigma Chapter of Tau Kappa Epsilon
REFERENCES ARE AVAILABLE UPON REQUEST