Gabe Shireman
Floyds Knobs,IN
Summary
Highly-motivated individual with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life Insurance Co
Louisville, KY
10.2023 - Current
- Collaborated with internal teams to develop marketing materials for prospective clients.
- Offered sound financial recommendations to promote financial security, moving clients to take action.
- Cold-called potential clients to discuss available financial products and services.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
Outside Insurance Agent
The West Agency
Louisville, KY
02.2022 - 07.2023
- Distributed comprehensive information on insurance benefits to over 36,000 unions within seven states.
- Ensure meetings are scheduled daily for a minimum of 50 union members, maintaining an average weekly engagement with at least 16 individuals.
- Delivered output consistently exceeding the company's average by 19%, generating 8,000+ ALP each month.
- Managed direct supervision of personal life insurance benefits for over 100 union members.
- Contributed to recruiting plan, driving agency to become fastest growing in the company.
Branch Manager
College Works Painting
Louisville, KY
02.2021 - 09.2021
- Overseen a business generating $75,000+ revenue within seven months alongside full-time academic responsibilities.
- Secured top position in profitability with over a 30% margin.
- Achieved state-leading revenue performance ranking in Indiana.
- Formulated and applied a budget-conscious marketing initiative, attracting more than 250 leads.
- Conducted tailored in-home consultations with clients, achieving a sales conversion rate of 41%.
- 24 customers entrusted their largest investment under my personal management
- Maintained high-quality customer care, culminating in 98% positive feedback.
Education
Bachelor of Science - Finance
Indiana University Southeast, School of Business
New Albany, Indiana02.2025
Bachelor of Science - Finance, Public Financial Management
Indiana University, Kelley School of Business, School of Public And Environmental Affairs (SPEA)
Bloomington, IN05.2020
Skills
- Experienced in Software Navigation
- Leadership Skills
- Communication/Networking
- Analytical Problem Solving
- Organizational Time Management
- Sales and marketing
- Relationship management
- Teamwork and collaboration
Certification
- Life and Health License- February 2022
Websites
References
References available upon request.
Timeline
Financial Services Professional
New York Life Insurance Co
10.2023 - Current
Outside Insurance Agent
The West Agency
02.2022 - 07.2023
Branch Manager
College Works Painting
02.2021 - 09.2021
Bachelor of Science - Finance
Indiana University Southeast, School of Business
Bachelor of Science - Finance, Public Financial Management
Indiana University, Kelley School of Business, School of Public And Environmental Affairs (SPEA)
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