Self-motivated and adaptable professional with a strong work ethic and the ability to learn quickly. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
Work History
Financial Professional/Insurance Agent
Bankers Life and Casualty
Warwick, RI
10.2024 - Current
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Life Insurance, Health Insurance, and Retirement Planning expert
Package Handler
UPS
08.2020 - 10.2024
Quickly scanned and loaded packages into trailers while optimizing space and keeping up with the heavy flow
Ensured compliance with postal regulations regarding hazardous materials handling.
Loaded and unloaded packages manually from delivery vehicles long distance trailers.
Back of House Team Member
Potowomut Golf Club
06.2018 - 08.2020
Navigated job responsibilities and completed regular tasks by interacting effectively with other employees.
Maintained high standards of customer service during high-volume work shifts and fast-paced operations.
Operated efficiently and cohesively with a team while under pressure and time constraints.
Education
Bachelor of Science - Finance And Economics
Rhode Island College
Providence, RI
Associate of Science - Business Finance
Community College of Rhode Island
Warwick, RI
01.2021
Skills
Effective Communication
Analytical problem-solving ability
Multitasking and prioritization
Customer service
Certifications
Brokered out with many Medicare carriers in MA and RI
Life and Health insurance licensed professional (MA, RI)
<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul> at Appreciation Financial<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul> at Appreciation Financial
Financial Services Professional & Insurance Agent at New York Life Insurance CompanyFinancial Services Professional & Insurance Agent at New York Life Insurance Company
Financial Services Professional - Insurance Sales Agent - Hybrid Remote(MI) at Bankers LifeFinancial Services Professional - Insurance Sales Agent - Hybrid Remote(MI) at Bankers Life