Customer Service Life Insurance

Thomas J. “T.J.” Young

*** ****** ** *** ***

Monroeville, Pa 15146

Phone: 724-***-****

Email: ***********@*******.***

Objective: Seeking a position within the Banking and/or Financial Services Industry

that will allow the below listed skill set to operate at its maximum potential.

Education:

Clarion University of Pennsylvania Clarion, Pa

Bachelors Degree in Political Science

Minor in History

Honors:

3-year certificate award winner for community service

3-year certificate award winner for attendance in Leadership Series seminar

Member of Phi Sigma Pi National Honor Fraternity, 1999-2001

Served as Parliamentarian, 2000-2001 academic year

Member of FAST (Fun After School Tutoring program)

Professional Work Experience:

National City Bank/NatCity Investments Penn Hills, Pa 2007-2009

Licensed Financial Consultant

Responsible for customer service, retaining deposit base and growing deposit base,

servicing existing investment book of business and increasing book with a monthly and

yearly set goal. Branch was one of the largest in company, with over $30,000,000 in

deposits and over $8,000,000 in investments

Investment products marketed include mutual funds (platform includes American,

Franklin Templeton, Van Kampen, Allegiant and Transamerica). Variable Annuities

(platform includes Pacific Life and Sun Life). Fixed Annuities (platform includes or has

included AIG, Allstate, new York Life, Ohio National, Great American and two John

Hancock annuities). SPIA (New York Life). Wealth Transfer (platform includes or has

included Allstate and AIG).

Monthly investment goal of approximately $13,000 monthly and $155,000 annually was

largest in East Suburbs District of NatCity Investments.

Honors:

Brought in $4.7 Million in dda’s and leveraged accounts (savings, cd’s) on a yearly goal

of only $300,000.

Final calendar year figure for 2008 investment commissions was $190,000 on a yearly

goal of $155,000, which was office record

Rolling 13 month commissions from December 2007-December 2008 was 200,000$, also

an office record

122% of goal for 2008 was office record

$15,800 average monthly commissions was office record

Finished calendar year 2008 as #36 rep in company, out of approximately 800 reps

Finished calendar year 2008 as #4 rep in Pittsburgh Market, out of approximately 130

reps

Awarded East Suburbs Rising Star Award in May, 2008

Awarded Pittsburgh Region Top 10 Percent to Goal, October 2008 (#6 in market)

Winner of company Sales Champion contest trip to Cancun Mexico, 2008

Primerica Financial Services East Pittsburgh, Pa 2002-2007

Financial Services Rep

Licensed included Series 6 & 63, Life Insurance, and Legal Protection

Proficient phone skills include answering questions for existing and potential clients,

conducting cold market and warm market telephone calls, up to 100 daily, and three-way

calling with clients and financial institutions

Used a prototype software package that enables financial rep to analyze and interpret data

for clients in a highly specific, customized fashion

Have conducted interviews for recruiting

Honors:

Reached level of District Leader, March 2004

Made State Leaders Bulletin 9 times for Investment Volume, Variable Annuity Volume,

Recruits and Pre-Paid Legal cases written

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