Aaron Michaels
Crystal Lake,Illinois
Summary
Dynamic Field Sales Leader at The Assurance Group with a proven track record in financial analysis and team management. Expert in risk assessment and client engagement, successfully guiding over 200 clients to informed investment decisions. Recognized for exceptional attention to detail and problem-solving skills, driving significant growth in client satisfaction and retention.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Field Sales Leader
The Assurance Group
Tuscaloosa, USA
02.2025 - Current
- Managed a team of five individuals.
- Responsible for recruiting, sales training, appointment setting, and client meetings.
- Routinely works with 5 or more clients per day, conducting in-depth financial analysis while providing advice and recommendations for insurance and investment needs.
- Ensured accuracy of all documentation related to client accounts.
- Assisted clients in understanding complex investment concepts and terminology.
Financial Representative
Modern Woodmen of America
Tuscaloosa, USA
06.2023 - 02.2025
- Used networking and sales skills to secure new leads and clients.
- Managed and oversaw accounts for over 200 clients.
- Discussed client financial options to keep customers informed regarding transactions.
- Analyzed customer requirements and recommended efficient investment products.
- Identified and evaluated customer needs for financial products and services.
Attendant
Three Oaks Recreational Area
Crystal Lake, USA
05.2021 - 08.2022
- Ensured the safety and wellbeing of customers through leadership role of lake patrol
- Resolved issues with customers concerning issues with rental equipment
- Kept facilities clean, neat, and organized to give areas a fresh and professional appeal
Education
Masters - Finance
the University of Alabama
12.2024
Bachelors - Finance
the University of Alabama
05.2024
Skills
- Microsoft Office
- Attention to detail
- Financial analysis
- Problem solving
- Team/Group Work
- Organization
- Data analysis
- Economic forecasting
- Risk assessment
- Market research
Certification
- Alabama Life Insurance
- SIE
Involvement
- Honors college graduate
- Manderson Specialized Master’s Association
- Alabama Finance Association
- Alpha Kappa Psi business fraternity
Leadership Experience
- Financial Literacy Chair, Alpha Kappa Psi Alpha Rho Chapter, 01/23, 05/23, The financial literacy chair leads a committee that researches essentials of personal finance, works with chapter Vice President of Finance on financial affairs, and coordinates professional development events that promote financial literacy.
- Finance Chair, Manderson Specialized Masters Association, 01/24, 05/24, Managed a $5,000 budget and oversaw the funding of events, dinners and other activities related to the Master’s association.
Affiliations
- Avid Fisherman
- Guitarist and Founder of the band "Midnight Steel"
- Alumni Member of Alpha Kappa Psi business fraternity
Timeline
Field Sales Leader
The Assurance Group
02.2025 - Current
Financial Representative
Modern Woodmen of America
06.2023 - 02.2025
Attendant
Three Oaks Recreational Area
05.2021 - 08.2022
Masters - Finance
the University of Alabama
Bachelors - Finance
the University of Alabama
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