Aidan Cote'
Rockford,MI
Summary
Highly-motivated student ready to apply education in the workplace. Offers excellent financial and sales skills, technical abilities with software and applications, ability to handle challenging work, and excellent time management skills. Looking for a challenging opportunity that wish push me to work harder than I ever have before to continue to grow my business expertise.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Independent Life Insurance Broker
North American Senior Benefits
2023.05 - Current
- Vastly expanded my overall skillset in communication, relationship building, and sales
- Sold a variety of insurance products to many individuals
- Answered any questions or concerns policy holders had with their insurance claims
- Explained coverage options to customers, using a self-made door knock presentation.
Finance & Accounting Intern
44North
2022.05 - 2022.08
- Performed detailed financial analysis and interpreted various financial and accounting information
- Worked closely with multiple teams to promptly resolve client and company issues
- Assisted in the preparation of financial statements and reports.
Finance Intern
Innovia Wealth
2021.06 - 2021.08
- Managed and organized key financial information into different databases online
- Educated on investments, financial planning, and various financial transactions
- Trusted associate with client privileged information & management.
Education
Dual Major with Finance & Leadership and Business Strategies
Western Michigan University
12.2024
Skills
- Determined to outperform
- Proficient in Microsoft Office
- High level of energy and initiative
- Ability to work across teams
- Strong problem-solving ability
- Building Relationships
- Exceptional Customer Service
- Product Sales
Certification
Life Insurance License, Michigan, 2023, Present
Timeline
Independent Life Insurance Broker
North American Senior Benefits
2023.05 - Current
Finance & Accounting Intern
44North
2022.05 - 2022.08
Finance Intern
Innovia Wealth
2021.06 - 2021.08
Dual Major with Finance & Leadership and Business Strategies
Western Michigan University
Life Insurance License, Michigan, 2023, Present
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