Chris Hockman
Galloway,OH
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Services Representative
1847 Financial
Columbus, OH
10.2022 - Current
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Ensured that all customer inquiries were answered promptly and completely.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Cold-called potential clients to discuss available financial products and services.
- Educated customers about different types of products available from the company's portfolio.
Partner
New York Life Insurance Co
Dublin, OH
06.2020 - 10.2022
- Provided leadership and guidance to team members while encouraging collaboration across departments.
- Worked cross-functionally to drive process improvement, optimizing internal operations.
- Developed and implemented marketing strategies to increase brand awareness and reach target audiences.
- Established partnerships with other organizations that would bring value back into the company .
- Guided employees to achieve organizational goals and objectives.
- Managed daily operations of the business including budgeting, forecasting, financial analysis, staffing, and customer service.
- Developed a comprehensive strategy for managing partner accounts in order to maximize profits and minimize expenses.
Financial Services Representative
New York Life Insurance Co
Dublin, OH
02.2018 - 06.2020
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Ensured that all customer inquiries were answered promptly and completely.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Cold-called potential clients to discuss available financial products and services.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Established strong and positive working relationships within organization to contribute to team success.
Insurance Consultant
James D Ford Agency
Hilliard, OH
02.2017 - 02.2018
- Analyzed clients' financial positions, liabilities and assets to determine appropriate coverage levels.
- Monitored renewal dates to ensure that policies are updated as required.
- Educated clients on industry standards, regulations and best practices related to insurance coverage.
- Provided ongoing customer service support, responding to inquiries in a timely manner.
- Developed client-specific insurance plans tailored to individual needs and preferences.
- Assisted customers in filing claims and providing necessary documentation upon request.
- Evaluated current market conditions to identify new business opportunities.
Financial Services Representative
Thrivent Financial
Worthington, OH
10.2011 - 02.2017
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Ensured that all customer inquiries were answered promptly and completely.
- Cold-called potential clients to discuss available financial products and services.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Discussed financial needs and goals to present investment options aligned with clients' financial status.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
- Established strong and positive working relationships within organization to contribute to team success.
Education
Automated Logistics - Supply
US Army
Fort Lee, VA04-1996
Basic Training - Military
US Army Armor School
Fort Jackson, SC01-1996
High School Diploma -
Hilliard Davidson High School
Hilliard, OH06-1994
Some College (No Degree) - Business Management
The Ohio State University
Marion, OHSkills
- Life Insurance
- Account Maintenance
- Investment Strategies
- Sales Quota Achievement
- Cash Management
- Regulatory Compliance
- Credit Analysis
- Risk Management
- Financial Services
- Financial Reporting
- Estate Planning
- Financial Planning
- Sales Goals
- Account Documentation
Affiliations
- I love to run, powerlifting and spending time with my family.
Accomplishments
- 2018 New York Life New agent of the year
- 2018 New York Life Annuity FYC Top Agent
- Expert Marksman US Army
Certification
- Series 6
- Series 63
- Life, Health, Property and Casualty Insurance Life
- Variable Licensed
References
References available upon request.
Timeline
Financial Services Representative
1847 Financial
10.2022 - Current
Partner
New York Life Insurance Co
06.2020 - 10.2022
Financial Services Representative
New York Life Insurance Co
02.2018 - 06.2020
Insurance Consultant
James D Ford Agency
02.2017 - 02.2018
Financial Services Representative
Thrivent Financial
10.2011 - 02.2017
Automated Logistics - Supply
US Army
Basic Training - Military
US Army Armor School
High School Diploma -
Hilliard Davidson High School
Some College (No Degree) - Business Management
The Ohio State University
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