Licensed Financial Pro with Client Excellence and Compliance
Resume:
MATTHEW RESTREPO
P R O F I L E
Licensed Financial Representative with a proven track record at Bankers Life Insurance, excelling in client relationship management and insurance product knowledge. Adept at utilizing Excel and enhancing customer engagement, I thrive on delivering exceptional service and fostering client satisfaction through effective communication and follow-up strategies.
E X P E R I E N C E
Licensed Financial Representative
Bankers Life Insurance Milford, CT August 2025 - Current Operation Specialist
Groovy Gifts Monroe, USA April 2021 - August 2025 Official/Coach
US Soccer Federation/Insports Trumbull, USA September 2018 - May 2025 Assisted clients in selecting tailored insurance products to effectively address their financial needs.
Guided Medicare clients through enrollment, plan changes, and annual reviews, strengthening retention and client satisfaction.
Conducted follow-up meetings to enhance clients' understanding of their insurance policies and improve retention. with clients to reinforce policy understanding and enhance retention.
Maintained accurate client records and documentation to ensure compliance with industry regulations.
Analyzed Excel dashboards to optimize shipment management and inventory counts, improving staff workload distribution.
Created and updated product pages on Shopify and Etsy to facilitate order completion and boost customer engagement.
Collaborated with management and product development teams to launch new offerings across five company websites, enhancing overall product visibility. Designed training programs for youth soccer players, focusing on skill enhancement and teamwork.
Facilitated skill development by monitoring player progress and adjusting training to meet individual needs.
Guided players aged six to eleven in enhancing communication and social skills through team activities.
Updated parents on children's progress and celebrated individual achievements to foster engagement.
Ensured matches ran smoothly by organizing teams and schedules. and adhered to schedules.
A C T I V I T I E S
Captain of Mens Soccer Team, Western Connecticut State University, 2021 S K I L L S
Excel proficiency and PowerPoint
presentations
Outlook email organization
Pivot table analysis
Word document preparation
Customer engagement
Knowledge of insurance products
Relationship management with
clients
Sales support techniques
Effective time management
E D U C A T I O N
Bachelor of Business Administration
Degree
Finance
Western Connecticut State University,
Ancell School of Business, Danbury, CT
Dean's List Honors
January 2022
L A N G U A G E S
Spanish:
Professional
C E R T I F I C A T I O N S &
L I C E N S E S
Life and Health State License, Bankers
Life, 2024
4-Hour Annuity Suitability and Best
Interest Standards, Bankers Life, 2024
C O N T A C T
**************@*****.***
Bridgeport, CT 06606
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