Financial Advisor
Resume:
Irvine, CA *****
*********@*****.***
Brooke Brooks
EXPERIENCE
Tax and Financial Group, Newport Beach, CA — Financial Advisor October 2020 - Present
● Prospecting, networking with business owners
● Advise clients about insurance, investments, financial planning
● Coordinate with other departments to build plans/ proposals for prospects/ clients New York Life Insurance, Woodland Hills, CA — Insurance Agent February 2019 - October 2020
● Prospecting, making outbound calls, setting appointments
● Closing Insurance and other financial products sales with clients
● Selling competitive products through a brokerage service Aflac Inc., Santa Monica, CA — Insurance Agent
February 2018 - September 2018
● Selling employee benefits to small businesses
● Building B2B relationships that lead to policy renewals
● Selling the idea that Aflac is superior to the competition LICENSES
● Life, Health, and Accident Insurance
● Annuities
● Long Term Care
● Series 7, 66
SKILLS
● Proficient in Microsoft Office Suite (Excel, Word, Outlook, Powerpoint).
● Salesforce CRM, Smart office CRM
EDUCATION
The Master’s University, Santa Clarita, CA — B.A in Business Administration and Marketing
August 2017 - May 2019, Santa Clarita, CA
The Master’s University, Santa Clarita, CA – MBA, Finance Emphasis May 2019- Estimated Completion: May 2022, Santa Clarita, CA
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