COREY S HAYES
Wilmington,NC
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Professional
Prudential Financial
03.2023 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Registered Representative
Western & Southern Financial Group
08.2021 - 02.2023
- Provided information and services to help clients maintain their current and future lifestyles, while also protecting the ones they love
- Developed and deepened relationships with new and existing (250+) clients to advance progress and improve business
- Trained new financial reps on policies and procedures
- 96% placement rate, with zero lapses
Store Manager
Publix Super Markets
07.2000 - 03.2021
- Responsible for 130+ associates that work together efficiently
- Facilitated the promotion of 100+ associates into skilled and management positions
- Received Sales & Profit award for exceeding KPI goals every year as a SM
- Met business and customer needs consistently, properly organizing schedules, inventory, and team assignments to handle expected demands
Education
Chemistry
Florida State University
Tallahassee, FLDiploma -
Clay High School
Green Cove Springs, FL06.1995
Skills
- Sales Management
- Verbal and written communication
- Customer Service-Oriented
- Financial Analysis software: Advisys
- Self-starter
- SIE
- Series 6 & 7
- Series 63 & 65
- Insurance Planning
- Investment strategies
Middleinitial
S
Certification
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 65 License - North American Securities Administrators Association through FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Insurance Licenses, Life, Health, and Annuities – NC, SC, Florida & Georgia Department of Insurance.
Timeline
Financial Professional
Prudential Financial
03.2023 - Current
Registered Representative
Western & Southern Financial Group
08.2021 - 02.2023
Store Manager
Publix Super Markets
07.2000 - 03.2021
Diploma -
Clay High School
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 65 License - North American Securities Administrators Association through FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Insurance Licenses, Life, Health, and Annuities – NC, SC, Florida & Georgia Department of Insurance.
Chemistry
Florida State University
Similar Profiles
Shirley Gathers-HoughtonShirley Gathers-Houghton
Customer Service Representative at Prudential FinancialCustomer Service Representative at Prudential Financial
Shahaiar HowardShahaiar Howard
Senior Customer Service Representative at Prudential FinancialSenior Customer Service Representative at Prudential Financial
Kinfegebrial WoldemichaelKinfegebrial Woldemichael
Junior SharePoint Developer at Prudential FinancialJunior SharePoint Developer at Prudential Financial