Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Deric Langenhorst

Larchwood,IA

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Financial Advisor

New York Life Insurance Co
01.2022 - Current
  • Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
  • Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
  • Provided customer service to clients through phone and email communication.
  • Participated in ongoing training programs related to job duties or responsibilities.

Batch Plant Manager

Van Zee Enterprises
Rock Vallyey, IA
01.2012 - 04.2022
  • Managed the production of concrete batching, mixing and delivery operations to ensure quality control standards were met.
  • Monitored daily production activities, ensuring compliance with safety regulations and company policies.
  • Maintained accurate records of raw materials used in the manufacturing process, including inventory levels and expenditures.
  • Provided technical support to other departments when needed regarding batch plant operations.
  • Coordinated with suppliers to purchase raw materials necessary for production runs at competitive prices.
  • Oversaw employees and related programs to maximize team productivity and facility output.
  • Planned, directed and coordinated operations for production, machinery and processing within company policies and procedures.
  • Troubleshot and resolved problems with equipment and programmable logic controller systems.

Education

Associate of Applied Science - Horticulture Science

Southeast Technical Institute
Sioux Falls, SD
05-1993

High School Diploma -

West Lyon High School
Inwood, IA
05-1991

Skills

  • Funding education
  • Mutual funds
  • Increasing savings
  • Planning for retirement
  • Pipeline Management
  • Sales follow-up
  • Advising on investments
  • Making insurance decisions

Certification

  • Insurance Licenses, Life, Health, and Annuities – [State] Department of Insurance.
  • Series 63 License - North American Securities Administrators Association through FINRA.
  • Series 6 License – FINRA.

Timeline

Financial Advisor

New York Life Insurance Co
01.2022 - Current

Batch Plant Manager

Van Zee Enterprises
01.2012 - 04.2022

Associate of Applied Science - Horticulture Science

Southeast Technical Institute

High School Diploma -

West Lyon High School
Deric Langenhorst