Life Insurance Financial Planning
Resume:
Adam Sciuto
Myrtle Beach, SC *****
*******@*****.***
Specialties: Financial License(s): SIE, Series 7, 63, & 66; SC Life, Accident, & Health Producer Top level communication & interpersonal skills
Organized and have led marketing campaigns and client acquisition strategies Work Experience
Virtual Financial Advisor
Thrivent-Remote
November 2023 to Present
(7 months)
Meet w/ clients in a virtual space (Zoom; Microsoft Teams) to discuss overall financial health and planning as they pertain to retirement goals and life insurance needs; also providing annuity products and any other financial needs clients may have
Retirement Consultant
Empower-Remote
April 2023 to October 2023
(7 months)
Responsible for effectively communicating clients' portfolio strategies and providing guidance on a variety of financial planning topics, with a focus on retirement planning, along with a knowledge of current investment products such as 401(k) plans, IRA accounts, annuities, deferred compensation plans, etc.; regularly meeting and exceeding monthly goals
Equity Options Trader
Self Employed-Remote
January 2021 to April 2023
(2 years 4 months)
During this time, I worked on different option strategies (day trading and swing trading) by back testing and using demo accounts and traded my own personal account. Ironically, I also realized that I missed working w/ other people on a regular basis.
Client Services Specialist
TD Ameritrade-Philadelphia, PA
October 2008 to January 2021
(12 years 4 months)
Maintained exceptional levels of client satisfaction; assisted clients w/ any and all issues pertaining to opening, managing, and closing of investment accounts; handled all coordination off-site events
(seminars w/ RIAs, client welcome events, etc.); regularly sourced existing clients for new investment opportunities (helped to regularly have branch office at or near top of region in production); oversaw all day-to-day branch operations; also assisted branch manager (and other account executives) as needed; regularly recognized for high levels of service
Mortgage Loan Officer
Assured Lending Corp./Cendant Mortgage-Marlton, NJ July 2001 to September 2008
(7 years 3 months)
Originated new home purchase and refinance loans for new buyers and existing homeowners; regularly met and surpassed monthly sales goals; also worked directly w/ lenders as an account executive on the wholesale side by offering competitive mortgage loan products Education
N/A in Business
Sacred Heart University - Fairfield, CT
August 1991 to May 1992
Skills
• Customer Relationship Management (CRM)
• Analytical Skills
• Professional Phone Skills
• Competitive Strategies
• Leadership
• Customer Service
• Public Speaking
• Business Development
• Data Analysis
• Sales and Marketing
• Credit Analysis
• Inside Sales
• Financial services
• Communication skills
• Time management
• Organizational skills
• Team management
• Marketing
• Outside sales
• B2B sales
• Direct sales
• Microsoft Word
• Relationship Management
• Financial Planning
• Account Management
• Financial Analysis
Links
linkedin.com/in/adam-sciuto-b5321aa
Awards
Recognition
Several employee of the week/month awards; numerous recognition(s) from clients pertaining to high levels of service; regular bonuses for achieving & surpassing sales goals Certifications and Licenses
Securities Industry Essentials
Series 66
Series 7
Series 63
Life Insurance License
SC Life, Accident, & Health Producer License
Contact this candidate