Jacob J. Klocek

***** ***** **** **., ******, Michigan 48436

810-***-****

adjsuf@r.postjobfree.com

Summary

Bachelor of Science degree in Accounting and Finance and an Associate’s degree in Business from Cleary University. Series 7 & Series 66 Certified. Dedicated student-athlete with a 3.92 cumulative GPA. Insurance and Financial industry experience. Knowledgeable in Microsoft Office and financial systems. Adaptable to any situation and able to add value to an organization through creativity, drive, and focus.

Education

Cleary University, Howell, MI Graduation Date: April 23, 2018

Major: B.S. Accounting and Finance Dean’s List, GPA of 3.92

Collegiate Varsity Baseball (2014 - 2018) Suma Cum Laude

Relevant Courses: Microsoft Excel, Quickbooks, Advanced Corporate Finance, Advanced Financial Accounting I, Project Management, International Business, Business Research & Communication, Introduction to Taxation, Macroeconomics, Management Skills Seminar, Federal Government & Business, Business Ethics & Legal Issues, Presentation & Design Techniques, Logic & Problem Solving

State Certifications (Financial & Insurance):

Series 7 Exam, Series 66 Exam, SIE Exam, Life and Accident & Health Insurance Licenses (MI & FL), Annuity Certificate (MI & FL), Long-Term Care Certificate, Humana Certificate, Social Security Certification.

Leadership & Volunteer Experience

Supervise volunteer concession stands (Levy Restaurants) at the Detroit Lions football games/ concerts (2015-2018).

oManaged the largest concession stand at Ford Field and supervised 30 volunteers over an 8 to 12-hour shift.

oManage all cash handling, reconcile registers and receipts of approximately $20,000 per event.

oComplete inventory and oversee product preparation and sales.

Packaged 30,000 meals for Helping Kids Fight Hunger.

Coach to the Linden Warriors 15U Summer Travel Baseball Program.

Work Experience

Bankers Life & Casualty, Clarkston, Michigan May 2018 to Present

Investment Advisor Representative / Insurance Sales Representative

Sales Processes / Generating Clientele to Run a Book of Business.

Finding Ways to Benefit the Clients and Guide them through the Medicare and Investment Processes.

Creating portfolios that meet the needs and concerns for a client’s retirement plan.

Applebee’s / Ruby Tuesday’s, Fenton, Michigan August 2014 to February 2018

Line Cook

Inventory Management

Time Management

Shift operations – Preparation and Order Fulfillment