Financial Insurance

Raymond W. Peterson

*** *********** **. *********, ** 06250

860-***-**** . ************@*****.***

Financial Services Professional with over nine years of experience building

client relationships and assessing financial needs. Fully licensed and

knowledgeable across a broad range of insurance and financial products.

Seeking new opportunities to utilize my financial acumen and interpersonal

skills in the financial services sector.

Bachelor of Science . Business Administration . Bryant University .

Smithfield, RI

PROFESSIONAL EXPERIENCE

ALLSTATE FINANCIAL SERVICES, Bristol, CT December 2012-

Present

Exclusive Financial Specialist

. Manage the Life and Retirement sales for five independently owned

agencies

. Generated 90 new life policies and 500k in assets each of the last two

years

. Cross sell auto and home customers with financial needs into multi line

customers

. Perform various sales training meetings to help agents and staff solicit

financial business from new and existing customers

GENT FINANCIAL GROUP, West Hartford, CT August 2010-September 2012

Financial Advisor

. Serviced existing portfolio of clients and generated approximately

$3million in new assets and 30 new life insurance policies.

. Manage enrollment of individuals into company retirement plans.

. Perform retirement needs analysis and provide financial product guidance

based on individual goals and objectives.

. Maintain existing client relationships including account servicing and

new product introduction.

. Provide corporate clients with risk management and capital accumulation

guidance.

METLIFE - NEW ENGLAND FINANCIAL, West Hartford, July 2005-July 2010

CT

Financial Representative

. Built an insurance portfolio of 100 policies and investment assets

totaling around $6 million.

. Conducted multiple interviews to decipher shortfalls in both individual

and corporate insurance and investment portfolios.

. Recommended and implemented suitable products to cover deficiencies in

client portfolios.

. Sourced new business opportunities.

. Performed semi-annual and annual reviews of client insurance coverage and

investment performance.

PROFESSIONAL LICENSES

. Series 7 (General Securities Representative)

. Series 66 (Uniform Combined State Law)

. Life, Health, & Variable Licensed in CT & MA

. Investment Advisory Representative registered

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