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Real Estate Insurance

8691, United States
May 26, 2010

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**** ** ******* **, ***** 206, Robbinsville, New Jersey 08691

H(609) ***-**** C(609) ***-****


. 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


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


. 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


Bachelor of Science, Business Studies, Concentration in Marketing, The

Richard Stockton College of New Jersey


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)


. 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


. 2001 NCAA Division III National Champions

. 1999 NCAA Division III National Semi-Finalist

. Member, Pi Sigma Chapter of Tau Kappa Epsilon


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