ANNETTE MEDLEY
Schertz,STATE_US
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
20
20
years of professional experience
Work History
Financial Advisor
First Command Financial
Universal City, TX
10.2024 - Current
- Provided personalized advice on retirement planning, risk management, and tax strategies to enhance client wealth.
- Analyzed investment portfolios to optimize asset allocation and maximize returns for clients.
- Developed comprehensive financial plans tailored to clients' unique goals and circumstances.
- Educated clients on financial products and market trends to empower informed decision-making.
- Led seminars and workshops to promote financial literacy within the community and attract new clientele.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
AGENT
NewYork Life
San Antonio
10.2023 - 09.2024
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Call on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Explained features, advantages, and disadvantages of various policies to facilitate informed purchasing decisions.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Contact underwriters and submit forms to obtain binder coverage.
- Contacted underwriters and submitted forms to secure binder coverage for clients.
- Developed targeted marketing strategies to differentiate services and attract new insurance clients.
- Confer with clients to obtain and provide information when claims are made on policy.
AGENT
MassMutual Life Insurance Company
San Antonio
09.2017 - 09.2023
- Sell various types of insurance products to businesses and individuals on behalf of insurance companies, including life, medical, Long-Term Care and annuities.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Called on policyholders to deliver and explain policies, analyze insurance programs, and recommend enhancements or beneficiary changes.
- Fulfilled policy requirements by coordinating medical examinations and completing necessary forms.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Calculate premiums and establish payment methods.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Developed marketing strategies to effectively attract and retain clients in a competitive insurance landscape.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
AGENT
Banker's Life & Casualty
San Antonio
09.2013 - 08.2017
- Sell various types of insurance policies to individuals such as life, health, long term care and annuities
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Call on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Customized insurance programs to meet individual customer needs, addressing a variety of risks.
- Sought new clients and developed clientele through networking and generating lists of prospective customers.
- Explained features, advantages, and disadvantages of various policies to facilitate informed decisions on insurance plans.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
GENERAL INSURANCE AGENT, MILITARY MARKET
Government Personnel Mutual Life Insurance Company
San Antonio
08.2006 - 08.2013
- Selling life insurance and annuities to military service members.
- Explaining military benefits to service members and family.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
- Delivered and explained policies to policyholders, analyzed insurance programs, and recommended changes or additions to coverage.
- Searched for potential clients through various marketing channels. and develop clientele by networking to find new customers and generate lists of prospective clients.
- Fulfilled policy requirements by coordinating medical examinations and completing necessary forms.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Explained features, advantages, and disadvantages of policies to facilitate informed decisions in purchasing insurance plans.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Confer with clients to obtain and provide information when claims are made on a policy.
Education
Associate of Applied Science - AOS Mind Body Psychology
HMI COLLEGE OF HYPNOTHERAPY
Tarzana09-2023
Bachelor of Science - Business & Management Business Administration
WILHELM-MERTON COLLEGE
Frankfurt am Main, Hesse06-1987
Skills
- Investment strategies
- Portfolio analysis
- Sales expertise
- Analytical thinking
- Relationship building and management
- Retirement planning
- Risk assessment
- Insurance planning
- Long-term care planning
- Investment consulting and planning
- Estate planning
- Fixed income strategies
Affiliations
FINRA Series 6
FINRA Series 63
FINRA Series 65
Life & Health, General Lines
Long Term Care
Timeline
Financial Advisor
First Command Financial
10.2024 - Current
AGENT
NewYork Life
10.2023 - 09.2024
AGENT
MassMutual Life Insurance Company
09.2017 - 09.2023
AGENT
Banker's Life & Casualty
09.2013 - 08.2017
GENERAL INSURANCE AGENT, MILITARY MARKET
Government Personnel Mutual Life Insurance Company
08.2006 - 08.2013
Associate of Applied Science - AOS Mind Body Psychology
HMI COLLEGE OF HYPNOTHERAPY
Bachelor of Science - Business & Management Business Administration
WILHELM-MERTON COLLEGE