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Sales Insurance

Point Pleasant Beach, New Jersey, 08742, United States
January 18, 2018

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Susan L. Barrett


****-******* ********* ******* ***** -Red Bank, NJ

Portfolio Associate - Responsible for pricing and due diligence on assets purchased by the Fund. Monitor and review fund assets, process payments into fund and monthly accounting review of assets. Responsible for all administrative maintenance on fund issues. Maintain and develop relationship with agents looking to sell assets to the Fund.

2000- 2007 Brendon Pierson, Inc. – Wall, NJ

Financial Planning Sales Assistant. Series 6, 63 and NJ Insurance licensed. Responsible for reporting on all client investment accounts, process buying and selling of investments, process investment applications, new account and transfer paperwork. Scheduling all client meetings and maintain client relationships.

1994-2000 VALIC – Woodbridge, NJ

Customer Services Representative. – Handled all inbound calls from clients on their VALIC 403(b) 457 retirement plans. Aided investment representative on enrollments. Processed loans and withdrawal requests.

1990-1994 Morgan Stanley (Dean Witter Reynolds) New York, NY

Annuity Sales Desk – Product Specialist. Manned a sales desk in the insurance services department. Answering inbound calls from brokers on all product features of annuities sold within the firm. Maintain relationships with various brokers, promoting the sale of annuities and insurance products. In charge of the VIP hotline which answered questions by top producers.

1986-1989 Monmouth University, West Long Branch NJ Marketing Major, secondary focus – Finance. Sports -Women’s Soccer, Captain.

1990 Katharine Gibbs Business School - Certificate in Business and Travel and Conference Planning.

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