I'm looking for a flexible position that can be worked remotely allowing me to demonsrate my analytical abilities and utilize my verbal and written communication skills
Overview
1
1
Certification
Work History
Sales Executive
Genworth Financial
Farmington Hills, MI
Networked with accounting and law firms
Presented long term care seminars to prospects
Develped long term care strategies for prospects
Sales Associate
Estate Planning Institute
Southfield, MI
Reviewed clients living trusts on an annual basis
Recommended any changes or updates to trust
Proposed changes to asset allocation
Registered Financial Advisor (RIA)
New England Financial
Southfield, MI
Developed detailed financial plans
Created risk management strategies with insrance
Proposed asset allocation using stocks, mutual fund and annuities