ALEX MERRITT
Cincinnati,OH
Summary
Highly motivated Division 1 Athlete with a proven success record for achieving my goals. I am seeking a position in the financial industry as an IAR where I can advance my knowledge and career.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Registered Representative & Financial Advisor
Western and Southern Life
03.2025 - Current
- Responsible for managing a book of business of over 250 clients as well as prospecting, working events, and marketing to generate new clients.
- Chosen to Management Development Program (MEP) by agency manager to develop leadership skills to develop into a staff manager.
- Passed the Life and Health Insurance, SIE, Series 6, Series 63, and Series 65 in 6 months while exceeding all sales benchmarks.
- Placed over $70,000 of new business premium in first 7 months.
- Ranked 2nd in 2-month Legion Sales Campaign for rookies in the entire Cincinnati Agency.
Group Benefits Summer Intern
Oswald Companies
05.2021 - 01.2023
- Researched and developed prospect lists for Producers to use during cold calling; conducted quality testing on group insurance plans to ensure benefits were correct
Education
Master of Education - Management of Technical Education
Texas State University
12.2024
Bachelor of Business Administration - Finance
Eastern Michigan University
05.2023
High School -
Archbishop Moeller High School
06.2019
Certification
- Life and Health
- Securities Industry Essentials (SIE)
- Series 6
- Series 63
- Series 65
AWARDS
Academic All-Mac: 2020, 2021, 2023, Five-time Dean's List Recipient, Eastern Michigan University Football Leadership Council, Management Development Program, Legion Award Winner
Timeline
Registered Representative & Financial Advisor
Western and Southern Life
03.2025 - Current
Group Benefits Summer Intern
Oswald Companies
05.2021 - 01.2023
Bachelor of Business Administration - Finance
Eastern Michigan University
Master of Education - Management of Technical Education
Texas State University
High School -
Archbishop Moeller High School