Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacob Bradley

Woodland Park,CO

Summary

Personable and driven with natural ability to connect with clients and provide tailored insurance and financial solutions. Possesses fundamental understanding of insurance policies and regulations, along with strong communication and negotiation skills. Dedicated to helping clients achieve financial security and peace of mind.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Health Insurance Marketplace
12.2023 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.

Financial Services Representative

Morgan Stanley
12.2021 - 12.2023
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.

Education

Bachelor of Science - Economics

University of South Florida
Tampa, FL
05-2021

Associate of Arts -

State College of Florida
Bradenton, FL
05-2019

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Client retention
  • Client service
  • Goal oriented approach
  • CRM software
  • Financial services
  • Sales techniques application

Certification

Series 7

SIE

Series 63

Health insurance license 2-40

Life and annuities license 2-14

Timeline

Licensed Insurance Agent

Health Insurance Marketplace
12.2023 - Current

Financial Services Representative

Morgan Stanley
12.2021 - 12.2023

Bachelor of Science - Economics

University of South Florida

Associate of Arts -

State College of Florida

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