Evan Yarmesch
Brunswick
Summary
Financial Service Professional that demonstrates strong critical thinking, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Representative
Western and Southern Financial Group
02.2024 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
- Enhanced client understanding of financial products through detailed explanations, increasing product uptake.
Life Insurance Agent
Globe Life
06.2023 - 02.2024
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
- Developed and executed effective marketing plans to attract new clients.
Education
High School Diploma -
Brunswick
Brunswick, OH05-2023
Skills
- Customer Service
- Teamwork and Collaboration
- Self Motivation/ Discipline
- Problem-solving
- Relationship building
Certification
- SIE
- Life, Health and Accident
Timeline
Financial Representative
Western and Southern Financial Group
02.2024 - Current
Life Insurance Agent
Globe Life
06.2023 - 02.2024
- SIE
- Life, Health and Accident
High School Diploma -
Brunswick
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