Manager Sales

RODNEY R. WILSON

***-** ***** **** *******, NY **434

*************@*****.*** • 718-***-****

EXPERIENCE

Guardian Life Insurance of America/InsMed Insurance Agency, New York, NY

Financial Adviser, February 2009 – May 2011

Hosted group meetings with medical professionals on income protection needs.

Created financial plans for clients to ensure needs and goals were met.

Made appropriate recommendations to current and prospective clients on insurance and investments needs.

Managed retirement accounts for mid-high net worth clients.

Regularly reviewed client’s financial situations and recommended appropriate changes.

Consistently met annual sales goals.

Metropolitan Life Insurance Co., Brooklyn, NY

Financial Adviser/Financial Representative, November 2002 – February 2009

Canvassed new territories for prospective clients looking for financial planning assistance.

Serviced policy holders on requested options and positions.

Created appropriate financial plans for current and new policy holders.

Trained new representatives in the financial planning process and company procedures.

Consistently met annual sales goals.

American Express Financial Advisers, New York, NY

Associate Financial Planner, September 2001 – November 2001

Responded to consumer inquiries concerning financial planning.

Contacted American Express card holders to extend financial planning services.

Drafted financial plans for high net worth clients.

General Nutrition Center, New York, NY

Customer Representative, June 1997 – September 1999

Advised customers regarding best products and practices to achieve wellness and health goals.

Assisted Manager with training of new representatives.

Consistently exceeded weekly sales goals.

Gloria’s In & Out, Brooklyn, NY

Assistant Manager, September 1994 – August 2001

Responsible for daily restaurant operations.

Assisted Manager with hiring, training, and daily supervision of employees.

Responsible for daily balancing of registers.

EDUCATION

Baruch College- City University of New York, New York, NY

Bachelors of Business Administration – Finance and Economics,

Minor – Corporate Communications, June 2001

SKILLS

Passed Series 7 Exam; Passed Life & Health Series 63 Exam; Computer literate - proficient in Microsoft Office and various general computer applications.

AFFLIATTIONS

Phi Beta Sigma Fraternity Inc.,

National Association of Black Accountants

RODNEY R. WILSON

155-07 115th Road Jamaica, NY 11434

*************@*****.*** • 718-***-****

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