Life Insurance Sales
Resume:
N o r t h Hollywood, California
*********@*****.***
TANESHA SHARIF
Energetic and proactive individual with the ability to work in a fast moving environment. Offering versatile office/ personal support skills and proficiency in Microsoft Office programs. Strong planner and problem solver who readily adapts to change, works independently and
exceeds expectations!
Key Skills Office Skills:
Office Management
Records Management
Spreadsheets/Reports
Travel Coordination
Time Management
Executive Support
Experience
New York Life Insurance Company
Pasadena, CA
Administrative Support
Financial Advisor Administrative/Personal Assistant February 2010-Present
Handled 35-45 inbound calls pertaining to billing, collections, request for quotes, client account issues
Assist advisor in keeping up to date with compliance procedures
Created dynamic office support flow charts highlighting sales records/ goals and progress
Assist advisor in sales & marketing by planning and executing marketing
events/campaigns
Calendar management, appointment confirmations, appointment setting
Assist in the preparation of all meetings for clients and prospects
Formal presentation preparations; booking venues, preparing material, guest confirmation
Prepare correspondence on advisor’s behalf
Personal Support
Coordinate all travel arrangements & prepare itineraries
Run errands including drop off/pick up dry cleaning, grocery shopping, pick up/
drop off advisor’s children
Plan, coordinate, and co-host advisor’s annual charity golf tournament and youth basketball camp
Maintain all maintenance, billing, and status of all real estate properties
Maintain record of all expenses on spreadsheet; monthly professional & personal bill pay
New York Life Insurance Company Internship( Agency Marketing) Pasadena, CA August 2009- February 2010
Assist advisor in planning and executing marketing events
Marymount College of Palos Verdes Student Housing Office Assistant
Rancho Palos Verdes, CA September 2007- June 2008
File Maintenance & Data Entry
Assists students with housing check-in/check-out
Education
Loyola Marymount University August 2009- January 2013
Los Angeles, CA (Part time evenings)
English- Writing- degree in progress
Marketing- Minor degree in progress
Marymount College of Palos Verdes August 2007- June 2009
Rancho Palos Verdes, CA
Associates of Arts in English Writing
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