Daniel Wahlberg

Highly motivated and goal oriented insurance producer. E ective at

working with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Acknowledged for successfully completing tasks in high-volume settings. Possesses exceptional interpersonal, organizational, and analytical skills. Pelham, NY 10803

914-***-****

adt0cb@r.postjobfree.com

EXPERIENCE

Family First Life, Pelham,NY — Insurance Agent

October 2021 - March 2022

● Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations

● Delivered informative presentations to build lucrative client bases

● Worked within regulatory limits and department standards to handle requirements via email, letter, telephone calls, and in-person meetings

● Generated new business by selling various insurance plans

● Scheduled and attended 10 appointments per week

● Explained coverage options to clients using self-made presentations

● Performed needs analysis and advised client on best plan

● Calculated premiums and established payment methods

● Discovered any concerns or gaps in coverage and educated clients on how to take action towards their coverage and financial goals.

● Attended meetings and seminars virtually and in person to learn about new services, learn new skills, and receive technical assistance in developing new accounts

NYC District Council of Carpenters, Manhattan,NY — Local 157 Carpenter

September 2008- November 2020

● Shaped materials to exact measurements for job requirements with hand tools and power equipment

● Installed building windows,trim, and cabinetry alone or with assistants to meet job deadlines

● Prioritized tasks, keeping projects on task and within budget

● Contracted and collaborated with specialty subcontractors for special trade jobs and installations

● Promoted team safety by keeping work areas free of hazards and up to OSHA standards

● Cooperated with and worked collaboratively with the Council Representative assigned to each job

● Reliably transmitted information to and from the Council Representative and Business Representative Center to the job site. SKILLS

Customer Service and

Relations

Needs Analysis

Organization and Leadership

Problem Solving

Time Management

Self-Motivated

Upselling

Researching and Qualifying

Leads

Chalk & Vermilion/Martin Lawrence Galleries,

Greenwich,CT — Shipping Foreman, Sculpture Repair

July 1995 - April 2008

● Consulted price lists to calculate shipping,storage, and demurrage charges

● Performed inspections of shipment contents, verifying accuracy against invoices and manifests

● Coordinated with carrier representatives to arrange and issue instructions for shipping and delivery of materials

● Generated accurate work orders, bills lading and shipping orders to manage accurate routing of materials

● Worked closely with team members to deliver project requirements, develop solutions, and meet deadlines

● Managed multiple projects and tasks to ensure high quality and timely delivery

● Unpacked and examined incoming shipments to confirm consistency with records and routed materials to appropriate departments

EDUCATION AND LICENSURE

Department of Financial Services- Licensed in multiple states to provide life and health insurance services

October 2021

Carpentry Training Center, Manhattan, NY — NYC Union Carpenter

September 2008 - September 2012

Ossining High School, Ossining, NY— G.E.D

June 1993

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