Season Financial Professional Seeks New Challenging & Rewarding Career

Joseph (JD) Sabocor

**** * ******* ***** **** Orange, CA 92867 Phone: 562-***-**** Email: *********@***.*** Objective:

Seasoned Licensed Financial Professional Seeks A New Challenging and Rewarding Career

* Strong background in sales, marketing, networking, communication, and proven ability to multi-task Summary of Highest Achievements:

* Recognized in the top 1% of bankers companywide for JP Morgan Chase Bank 2001-2009 through successful achievement in Bank/ Investment/ (Mortgage and Business) Lending production

* Only banker to produce over $1 million in investment sales and over $1 million in lending production in a single month

* MILLION DOLLAR CLUB awardee for 12 consecutive months

* First Real Estate sales transaction occurred within weeks of attaining Real Estate License which resulted in a successful Short Sale negotiation

* Advisys Top Account Producer within 1st 2 months of employment Experience:

Asset Retention Insurance Services, Licensed Assistant, December 2014-Present

•Responsible for marketing, contacting, and preparing client meetings, reviewing files for additional sales opportunities for Advisor

•Occasionally handles Advisor/ Client meetings in a sales, service, and advisory role

•Creating/ designing financial planning templates for client/ prospect presentations

•Process financial transactions (1035 exchanges, trustee to trustee transfers, etc) premium additions & withdrawals, claims, & other contract maintenance & service

•Providing Annuity Product Information & comparisons for prospects & clients

•Providing clerical & administrative duties

•Follow up on all pending business & other outstanding requirements as requested by incoming/outgoing carriers

Salary: $40,000 annually

Advisys, National Account Manager, October 2014-December 2014

* Outside/face to face sales of Financial Planning Software via office/group presentations

* Inside Sales of Financial Planning Software via telephone and internet

* Top Account Representative November & December 2014 Salary: $52,000 annually

Lincoln Heritage Life Insurance Company, Final Expense Counselor, March 2014- October 2014

* Door to door/ face to face Life Insurance Sales in the area of Final Expense/ Funeral Planning

* Top 5 Agency Producer (Ariel Rodas & Associates- Los Angeles, Orange, Riverside, & San Bernardino Counties)

* Top 30% producer Nationwide for Lincoln Heritage/ Golden Memorial Salary: $2500 monthly

Pacific Life Insurance Company, Annuity Specialist, September 2012-February 2014

* Responsible for providing Annuity Product Information for contract owners, FINRA Broker-Dealers, FINRA Registered Representatives

* Process Investment Trades, Transfers, Premium additions & withdrawals, claims, & other contract maintenance

* DALBAR Excellence awardee (the nation's leading financial services market research company who rates and evaluates the practices and communications of investment firms) for 3 consecutive months Salary: $60,000 annually

California International Funding & Realty, Manager, November 2011-September 2012 (left JPMC to assist in family owned & operated real estate firm)

* Responsible for marketing the sales and leasing of Residential Properties via internet, social media, networking and advertising

* Conducts Buyer/Seller & Lender (Short Sale) Negotiations

* Coordinates Real Estate Transactions including preparation of real estate documentation, 3rd party involvement such as Escrow and Financing

Salary: $60,000 annually

JP Morgan Chase (who acquired Washington Mutual Bank and Great Western Bank) Licensed Banker, 1997 - 2010

* Managed deposit and investment assets in excess of $10 million for high net worth clients

* Responsible for retaining and attaining portfolio assets

* Worked directly with clients to deliver exceptional sales and service for deposit accounts, investments,and loans

* Client Relationship Officer

Salary: $85,000 annually

Education:

San Diego State University: 1994-1995

California State University Long Beach: 1995-1998

*Opted towards multiple disciplines (Securities/ Insurance/ Real Estate Licenses) as an alternative to traditional college degree

FINRA Registered Securities Representative Series 6 License: 2004-present FINRA Uniform Securities Agent State Law Series 63 License: 2004-present CA Department of Insurance Life, Health, & Disability License: 2001-present America's Health Insurance Plans (AHIP) Certified per Medicare Requirement: 2010- present CA Department of Real Estate Licensee (01904478): 2011-present

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