Dustin Gosa
Silver Lake,KS
Summary
Design Consultant with a diverse background in creating thoughtful solutions that fit client needs and current industry trends. Experienced in managing cases from concept through completion in a timely manner. Comfortable using advanced illustration design software and collaborating with cross-functional teams to provide excellent service to financial advisory offices.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Case Design Consultant - Annuity Marketing
Advisors Excel
Topeka, KS
09.2024 - Current
- Working directly with financial advisors to find annuity products and solutions.
- Conducting research to identify trends in the annuity market.
- Staying current with rate updates and product changes within the market.
- Led multiple team meetings to discuss carriers, products, and index allocation strategies.
- Illustrating and discussing product recommendations to financial advisors and finding alternative solutions for multiple scenarios.
Insurance Agent
Wiglesworth Rindom Insurance
Stuart, FL
09.2021 - 09.2024
- Cultivated and maintained relationships with clients to support satisfaction.
- Assisted team members with complex cases involving multiple parties or large amounts of coverage requested.
- Submitted applications to obtain insurance coverage.
- Performed extensive research into competitor's rates and services in order to remain competitive within the market.
Education
High School Diploma -
Maur Hill - Mount Academy
Atchison, Kansas05-2012
Skills
- Time management
- Verbal and written communication
- Problem solving and analysis
- Team collaboration
- Multitasking abilities
- Willingness to learn and adapt
Certification
Commercial Drivers License (Class A Automatic)
Timeline
Case Design Consultant - Annuity Marketing
Advisors Excel
09.2024 - Current
Insurance Agent
Wiglesworth Rindom Insurance
09.2021 - 09.2024
High School Diploma -
Maur Hill - Mount Academy