Eric Rollins
Las Vegas,NV
Summary
Dedicated financial consultant known for delivering personalized financial advice and implementing effective investment strategies. Focused on educating clients about financial products and ensuring alignment with their unique goals and risk tolerances.
Overview
1
1
Certification
2027
2027
years of professional experience
Work History
Exclusive Financial Specialist
Allstate Insurance Co
Las Vegas, Nevada
10.2025 - Current
- Educated customers on customized financial products to enhance informed decision-making.
- Analyzed investment opportunities for alignment with client risk tolerances.
- Advised clients on personalized strategies to address their unique financial situations.
- Conducted risk assessments to develop tailored insurance solutions aligned with client profiles.
- Supported clients in interpreting insurance policies and coverage details.
- Researched market trends to provide well-informed recommendations.
- Facilitated discussions on retirement and estate planning essentials with clients.
- Documented client interactions and transaction records to ensure compliance.
Private Client Advisor
JPMorgan Chase
Las Vegas, Nevada
2021 - 06.2025
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Developed and implemented financial plans and insurance strategies aligned with clients' specific financial goals.
- Delivered tailored financial advice to high-net-worth clients, enhancing their wealth management strategies.
- Conducted follow-up discussions to deepen client understanding of financial strategies and ensure alignment with their evolving objectives. with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
Financial Advisor
Western & Southern Life
Las Vegas, Nevada
04.2019 - 03.2021
- Facilitated investment strategy planning in client meetings, aligning recommendations with individual financial goals.
- Conducted client interviews to evaluate income, expenses, financial objectives, and risk tolerance, ensuring tailored financial advice.
- Communicated with clients through phone, email, and video conferencing on financial matters, maintaining strong client relationships.
Education
Economics
Ohio State University
Columbus, OHSkills
- Estate planning strategy
- Financial analysis
- Risk assessment
- Retirement planning
- Risk assessment
- Investment strategy
- Estate planning
Certification
- Series 7
- Series 66
- Life Insurance Licensed
Timeline
Exclusive Financial Specialist
Allstate Insurance Co
10.2025 - Current
Financial Advisor
Western & Southern Life
04.2019 - 03.2021
Private Client Advisor
JPMorgan Chase
2021 - 06.2025
Economics
Ohio State University