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Life Insurance Health

Location:
Yonkers, New York, 10704, United States
Posted:
October 22, 2016

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Edwin Senbergs

** ***** ***** **. ******* N.Y. 10704 (914) ***-**** /acw6tc@r.postjobfree.com

Qualification Profile

Performance-driven, insightful, Investment Consultant / Tax Preparer with a proven ability to achieve and exceed all business-development and revenue-generation goals in high-pressure environments.

Skilled at consulting with clients to delineate and analyze they’re financial and tax situations and develop strategic solutions to further their financial-planning goals.

Relationship-development expertise that complements the ability to aggressively build solid client base and drive revenue growth.

Comprehensive knowledge of and experience in leveraging numerous investment instruments in a variety of complex scenarios.

Expertise in preparation of individual and corporate and partnership tax returns.

Professional Experience

2011 – BENEFITS CONSULTING GROUP INSURANCE SALES

Marketing term, universal, whole life insurance products as well as disability policies of various companies

Developed client base through network and seminar marketing

Providing small group health insurance to business owners across territory covering Manhattan, Bronx, Westchester and surrounding counties

2010 – 2011 EAGLE ONE DEBT SOLUTIONS DEBT NEGOTIATION

Reviewed client's current financial situation and credit history

Made contact with First party creditors, Collection agencies and Law Offices to validate the debt and negotiates the best settlement for the client

Settled Legal accounts which included garnishments and judgments

2007-2010 BENEFITS CONSULTING GROUP CONSULTANT

Prepared personal and corporate tax returns for clients

Responsible for problem resolution with IRS and state revenue agencies

Implemented benefit programs for the small business Market

Advised and prepared analysis for clients relating to portfolio structure, risk management

tax reduction strategies, and estate planning

2006-2007 MARK NICHTER ATTORNEY AT LAW P.C. COLLECTIONS SPECIALIST

Telephone collections of past due medical accounts.

Informed customers in regard to their account status and payment options.

Researched and resolved customer problems and inquiries

Processed ingoing and outgoing documentary collections

1998-2006 THE INVESTMENT CENTER REGISTERED REPRESENTATIVE

Established clients goals and aspirations

Compiled and analyzed prospective client financial cash flow data

Prepared and presented written financial planning recommendations for new clientele

Implemented and continually established client plans

1997-1998 GARY RESKA & ASSOCIATES TAX CONSULTANT

Prepared income tax forms for a variety of individual and company clients

Exceptional knowledge of federal, state, and local tax codes and publications to prepare tax returns and make sure that client’s do not pay unnecessary taxes.

Review financial records such as income statements and documentation of expenditures in

order to determine forms needed to prepare tax returns. .

1995-1997 PMG FINANCIAL GROUP REGISTERD REPRESENTATIVE

Collaborate with clients to assess individual financial situations and develop strategic

financial planning solutions

Presented wide range of investment vehicles to individuals businesses

Advised conservative clients with fixed annuity alternatives

Marketed individual and ERISA sponsored retirement plans

1990-1995 NEW YORK ADVISORY GROUP FINANCIAL CONSULTANT

Developed client base through network and seminar marketing

Ensured client retention by providing strategic investment recommendations based on

evaluation of analyst reports covering fixed income and equity investing

Presented federal government employees with pension maximization proposals utilizing

life insurance policies

Marketed term, universal, whole life, variable as well as disability policies of various

Companies

1984-1990 ADVANTAGE CAPITAL CORPORATION REGISTERED REPRESENTATIVE

Utilized telemarketing in the solicitation and acquisition of new accounts

Marketed mutual funds and unit investment trusts

Learned and became well versed in a broad range of securities products

EDUCATION AND CREDENTIALS

MERCY COLLEGE / MAJOR BUSINESS ADMINISTRATION / BACHELORS OF SCIENCE DEGREE

BARUCH COLLEGE / CFP EXAM PREPARATION COURSE

DALE CARNEGIE SALES TRAINING COURSE

PROFESSIONAL LISCENCES

NEW YORK STATE LIFE AND HEALTH INSURANCE LISCENSE LA-663870

NEW YORK STATE SHOP AND INDIVIDUAL HEALTH INSURANCE CERTIFIED

FEDERAL TAX PTIN PO1378384



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