Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Cole Evans

Miami

Summary

With a strong background in the financial and life insurance industries, a valid 215 License, and hands-on experience in lead generation, client engagement, and building lasting relationships through client introductions, I’ve developed a deep understanding of the challenges individuals face when planning their financial futures. My experience earning trust through personalized financial guidance has shown me the real impact of strategic planning. This drives my mission to help individuals and families increase their net worth, protect their assets, and reduce taxable income through tailored financial and insurance solutions.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Professional

New York Life
10.2024 - Current
  • Over 1.5 million dollars of protected assets under personal management.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the industry.
  • Collaborated closely with the legal and compliance teams to ensure all annuity sales activities adhered to strict industry regulations and ethical standards.
  • Worked effectively in fast-paced environments.
  • Cultivated strong relationships with clients, colleagues, and supervisors through effective communication skills.
  • Managed risk effectively with thorough research and analysis of market trends.

Internship Student

KCC
06.2021 - 08.2021
  • Improved internship experience by efficiently managing assigned tasks and meeting deadlines.
  • Gained valuable experience working within Financial industry, applying learned concepts directly into relevant work situations.
  • Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
  • Prepared project presentations and reports to assist senior staff.
  • Improved budget tracking for various departments, contributing to more efficient resource allocation.
  • Contributed to a positive team environment by actively participating in weekly sales meetings and sharing innovative ideas.

Education

Bachelor of Science - Finance

Western Kentucky University
Bowling Green, KY
05-2024

Skills

  • Financial services
  • Prospecting
  • Investment strategies
  • Asset protection
  • Goal oriented
  • Flexible and adaptable
  • Teachable mindset
  • Objection handling
  • Patience and persistence
  • Customer profiling
  • Attention to detail
  • Data collection

Accomplishments

  • Collaborated with a team of 10 to develop personalized charitable giving opportunities tailored to client interests and values.
  • Created a client-centered community initiative to give back as a gesture of appreciation, fostering stronger relationships and promoting a more personalized approach within the financial services industry.

Certification


  • Certified Content Marketing Specialist (Content Marketing Institute) Completion Date: 06/2021
  • Acknowledges proficiency in creating and implementing content marketing strategies to attract, engage, and convert target audiences.
  • Florida Department of Financial Services, 215 License Completion date:10/2025

Timeline

Financial Professional

New York Life
10.2024 - Current

Internship Student

KCC
06.2021 - 08.2021

Bachelor of Science - Finance

Western Kentucky University

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