Financial Advisor Producer

Scott A. Hay

Phone: 847-***-****

Email: ***********@*****.***

*** ******* ****, ************, **, 60048

Education

● Illinois State University, Normal, IL Spring 2021

● 3.15 GPA

● Bachelor of Science, Finance

Work Experience

WestPoint Financial Group Chicago, IL

Financial Advisor May 2021-Present

● Was in the top 5% of 1-3 year agents for insurance premiums sold

Required late night meetings, intense prospecting, advanced negotiating skills, and a considerable amount of patience

● Developed specific plans and strategies for multiple pre-retirees to retire sooner than expected

● Developed comprehensive financial plans for young professionals and gave financial peace of mind during a recession

● Founded and led my own networking group of young professionals from respected professions and firms throughout the Chicago metropolitan area

Got to know over 100 people through favorable introductions and networking Skills

● Problem-solving skills

Proven ability to think outside the box by prospecting individuals and businesses

Strong mathematical skills

● Microsoft Word, Excel, and PowerPoint

Proficient with Microsoft programs through IT and Advanced Financial Theory courses in college

● Interpersonal and communication skills

Excellent presentation skills

Proven ability to complete necessary tasks all while keeping things light

● Financial Planning & Analysis

Gained the ability to actively manage finances

Gained a considerable amount of financial industry knowledge in one year in the industry

● Active IL State Life, Accident & Health Producer’s licenses

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