Summary
Overview
Work History
Education
Skills
Accomplishments
exceptional gardner and furniture maker
Timeline
Generic

Jack Davis

Lewistown,IL

Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

27
27
years of professional experience

Work History

Insurance and Securities Advisor

Broker Dealer With Insurance Products
Lewistown, IL
05.1995 - Current
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • As a CFP reviewed their goals and desires to make sure they were consistent with their current market positions.
  • Last market crash in 2008 -2009 - 90% of clients avoided it; the 10% who did not, they did not want to move to money markets per my suggestion.
  • Long-term care insurance selections has been helpful to all clients who purchased the insurance product.

Education

Bachelor of Science - Accounting And Finance

Western Illinois University
Macomb, IL

Associate of Arts - Certified Financial Planner

College of Financial Planning
Denver

Skills

  • Underwriting and Adjustments - analyzing needs of clients and determining a viable solution that is within their budget
  • Financial Needs Assessment - making sure that their financial needs and goals are consistent with their current placements
  • Understanding of what financial products are needed
  • Maximizing best selection of products so there are no future suprises or disappointment
  • Strong ability to convey that what was selected will attain client goals

Accomplishments

Viewed by clients as having a strong knowledge base on many aspects of personal finance.


exceptional gardner and furniture maker


Served on the WIU Accounting Department Advisory Board.


Was recognized as Alumnus of the Year by WIU college of business and accounting department after raising critical funds for the business school which was a major factor for the College to retain its accreditation in the business college and accounting department.


Was recognized by the Museum of Science and Industry in Chicago as one of ten outstanding citizens for exceptional volunteerism.


As a hobby I started gardening at home. Over time I became more involved with specialty gourmet crops which were of interest to restaurants and produce sections of local grocery stores. I then started to grow items for sale to select customers and grew what they said that they would purchase. I became very skilled in this effort and was appreciated by my customers because a lot of what I grew they could not match the quality and price from other vendors.


While working at an accounting firm in the Chicago area as the firm marketer and financial counselor to clients I started a specialty garden in the Cabrini Greens Housing Development working with inner-city children teaching them gardening and business skills by selling our products to the best restaurants in Chicago. Some of our customers were Charlie Trotter's, Frontera Grill - Rick Bayless and Michael Jordan's restaurant.


Our efforts were recognized by HGTV after one of their reporters noticed a Cabrini Greens salad on Michael Jordans menu. HGTV did a documentary on the garden and the children who worked as gardeners and sales people at the local farmers market.


My furniture making skills were taught to me by my father. I particularly like looking at wood at retail shops and have made my own office furniture from curly sassafras wood (a rare wood).

Timeline

Insurance and Securities Advisor

Broker Dealer With Insurance Products
05.1995 - Current

Bachelor of Science - Accounting And Finance

Western Illinois University

Associate of Arts - Certified Financial Planner

College of Financial Planning
Jack Davis