Guy Jules
Coram,NY
Summary
Insurance advisor, focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Bankers Life Insurance Company Of America
Long Island NY, NY
12.2023 - Current
- Provided advice to clients on the most suitable insurance policies for their individual needs.
- Developed and implemented strategies to maximize customer satisfaction.
- Conducted interviews with potential customers to assess their insurance needs.
Investement Specialist
The spavanta Group
Long Island NY, NY
08.2023 - 12.2024
- Identified customer needs and helped with individualized financial planning.
- Provided advice to clients on the most suitable insurance policies for their individual needs.
- Generated detailed quotes for prospective customers based on their requirements.
- Educated clients on the features of various insurance products and services.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
Funding Manager
RBS Funding
Long Island NY, NY
03.2023 - 08.2023
- Conducted due diligence activities such as background checks, reference calls. prior to investing in a project or company.
Financial Representative
New York Life Insurance Co
Long Island, NY
12.2020 - 06.2023
- Analyzed customers' existing policies and recommended changes or additional coverage.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
Education
Master of Science - Finance
Hofstra University
Hempstead, NY12-2024
Bachelor of Arts - Jazz/Commercial Music
Five Towns College
Huntington Station, NY05-2023
Skills
- Verbal and Written Communication
- Company Valuations
- Customer Service-Oriented
- Best Practices
- Uncompromising Work Ethic
- Due Diligence
- Sales Proficiency
Certification
Bloomberg Finance fundamental (BFF) Certified
Bloomberg Market Concept (BMC) Certified
Microsoft Office Specialist (MOS) Certified
Life and Health License
Timeline
Insurance Advisor
Bankers Life Insurance Company Of America
12.2023 - Current
Investement Specialist
The spavanta Group
08.2023 - 12.2024
Funding Manager
RBS Funding
03.2023 - 08.2023
Financial Representative
New York Life Insurance Co
12.2020 - 06.2023
Master of Science - Finance
Hofstra University
Bachelor of Arts - Jazz/Commercial Music
Five Towns College
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