Garrett Ewing
Jackson,LA
Summary
Hands-on Registered Representative known for having a terrific work ethic and for providing exceptional service to all clients. A highly energetic employee unafraid of making cold calls and attending networking events to generate leads.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Registered Representative
New York Life Insurance Co
05.2023 - 07.2024
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Shared details regarding financial products and services with clients.
- Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
- Identified potential new sources for business through cold calling leads daily.
Cashier
Brister's Restaurant
09.2021 - 08.2022
- Handled cash transactions and provided excellent customer service in a busy restaurant.
- Managed point of sale systems and ensured accurate accounting of sales.
Education
Bachelor of Science - Finance
Louisiana Tech University
03.2023
Skills
- Financial Analysis
- Strong Analytical Skills
- Customer Service and Support
- Insurance Products Knowledge
- Proficient in Microsoft Office Suite (Word, Excel)
- Business Solicitation
- Account Management
- Financial Product Knowledge
Certification
Securities Industry Essentials (SIE)
Series 6
Timeline
Registered Representative
New York Life Insurance Co
05.2023 - 07.2024
Cashier
Brister's Restaurant
09.2021 - 08.2022
Bachelor of Science - Finance
Louisiana Tech University
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