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Agent Customer

Location:
Colorado Springs, CO
Posted:
November 02, 2022

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Resume:

Hal D Mayden

**** ****** **., ******** *******, CO 80924

Phone: 303-***-**** / Email: *********@*****.***

Career Objective: To utilize my personal & professional attributes to grow profitability, enhancing the customer experience, by improving customer perception and loyalty; being part a top performing operation within the organization.

Experience: TIAA - Financial Services Consultant: Provide direct participant support, via phone, email and live chat, regarding their retirement investment portfolio and other ancillary insurance and financial services products, including life insurance and long-term care insurance.

Prudential Financial - Financial Professional: Began my career with Prudential as a Manager, Financial Services in 2006, responsible for recruitment and development of Financial Professional Associates. In late 2008, I transitioned to my final position, Financial Professional. That included advising & maintaining personal clientele for various insurance and investment products, specializing in life insurance, long-term care insurance, and both qualified & non-qualified investment portfolios through individual and group seminars.

Farmers Insurance Group - Farmers Life & Investment Agent: Worked in conjunction with existing agents to enhance their personal insurance and investment books of business; trained new and existing Agents in insurance planning and investment management. Qualified as a leading agent each year.

Education: University of Delaware, BSBA – Marketing

Current Licenses: CO Life & Health, FINRA Series 6, 7, 63

Interests: Recreational golf, fly fishing, cooking and camping, American Pit Bull awareness



Contact this candidate