Health Insurance Sales
Resume:
JEFFREY X. GRAVES
**** ********* **** **., *********, KY 40509
***********@*****.***
PROFESSIONAL EXPERIENCE
PNC Mortgage, Lexington, Kentucky
Mortgage Loan Officer 2011-2012
Provide unbiased financial analysis to current and prospective clients about mortgage financing; Compare the analysis findings to current available mortgage products and present findings of suitability and affordability, while ensuring industry compliance; Collaborate with branch partners to present to the client a holistic and feasible financial solution, including investments, depository accounts and business solutions.
• Led market in closed volume for April 2012
• Effectively serving three branches simultaneously as MLO, including 2nd largest Branch in City
• Held monthly meetings with all Branch Managers for P&L review
JPMorgan Chase, Lexington, Kentucky
Personal Banker – Bilingual – Bank Officer 2010-2011
Responsible for growing the number of deposits and customers alike while servicing that includes open ended investments, new businesses, consumer and credit customers; Attained new customers through building a partnership with branch staff, outside center of influences and Spanish speaking community; Utilized branch and COI partnerships to qualify potential customers and refer them to the appropriate branch partner.
• Branch met and exceeded Q1 depository account at Gardenside with just 2 bankers
• Surpassed 125% of sales goal for of 2011
• Ranked 76th percentile in firm upon departure
New York Life, Lexington, Kentucky 2008-2009
Licensed Agent
Provided one-on-one investment and insurance advice to clients and prospects in Lexington and surrounding Central KY counties; Developed client base through grass roots marketing and persistent daily telecommunication efforts; Performed all operational duties and tasks to ensure proper compliance with federal guidelines and company policies in English and Spanish.
• Ranked second highest in commissions of all newly hired agents in region
• Highest production month was 200% of expected goal
PROFESSIONAL LICENSES
• Series 6, Series 63, and Life and Health Insurance
• NMLS- 444498
LANGUAGE SKILLS
• Fluent in verbal and written Spanish
EDUCATION
University Of Kentucky
• B.A. Psychology, B.A. Spanish 2008
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