Aaron Behrens
St. Charles,Mo
Summary
Detail oriented financial services professional with experience supporting insurance based and retirement planning engagements. Strong focus on clarity and follow through. Comfortable collaborating with advisors to gather client data, review financial; information, and support holistic planning efforts including retirement income, risk management, and tax aware strategies. Currently pursing SIE and committed to long term growth within a fiduciary planning firm.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Bankers Life
Chesterfield, USA
06.2025 - Current
- Educate clients on Medicare, Life Insurance, Long Term Care, and retirement income concepts.
- Assisted clients in understanding insurance and income planning options, fostering clarity and confidence in their financial choices.
- Conduct client meetings to assess goals, risk tolerance, expenses, and retirement needs.
- Maintained accurate documentation and compliance standards while managing sensitive client data.
- Demonstrated strong follow through on client requests, deadlines, and policy servicing.
- Worked within defined planning and compliance processes while collaborating with internal teams.
Shop Tech
Complete Auto Body & Repair
Ferguson, USA
07.2023 - 06.2025
- Analyzed complex problems and implemented effective solutions under time constraints.
- Built trust with customers through clear communication and reliable service.
- Identified issues efficiently and supported solutions by adhering to established procedures and quality controls.
Team Lead
Country Club Car Wash
St. Peters, USA
06.2021 - 07.2023
- Supervised and trained team members to enhance customer issue resolution.
- Balanced leadership and front line service to maintain operational efficiency in fast paced environment.
- Ensure operational procedures were followed accurately and consistently.
Education
High school diploma - general education
St.Charles West High School
St. Charles, Mo06-2021
Skills
- Financial Data Gathering & Analysis
- Retirement & income planning support
- Client Relationship Management
- Risk & Insurance Analysis
- Attention to detail & documentation
- Microsoft Office & CRM Systems
- Communication & Active Listening
- Time management
Licenses And Exams
- Insurance License, Life & Health, MO, IL, Active
- SIE Exam, In Progress
- Series 65, Planned
Timeline
Insurance Agent
Bankers Life
06.2025 - Current
Shop Tech
Complete Auto Body & Repair
07.2023 - 06.2025
Team Lead
Country Club Car Wash
06.2021 - 07.2023
High school diploma - general education
St.Charles West High School