Jaden Graber
New York,NY
Summary
Dynamic Financial Services Professional with proven success at New York Life & NYLIFE Securities, adept at client relationship management and investment presentations. Drove significant sales growth as a Sales Executive, leveraging strong analytical skills and financial product knowledge to enhance client portfolios and drive company revenue.
Overview
4
4
years of professional experience
Work History
Financial Services Professional
New York Life & NYLIFE Securities
New York, New York
07.2026 - Current
- Prepared client presentations on proposed investment plans and strategies.
- Processed premium payments, transfers, and beneficiary changes to ensure accurate account management.
- Provided service support across life insurance and investment operations to maintain client satisfaction.
- Coordinated appointments and follow-up communication to enhance policyholder engagement.
Sales Executive
A2 Aviation
New York, NY
12.2024 - Current
- Drove over $350,000 in sales revenue contributing directly to company growth
- Expanded client portfolio by building relationships with 10+ new accounts, enhancing revenue base
- Monitored and analyzed company-wide sales activity, providing detailed reports to ensure accurate transaction tracking
Marketing Intern
Wizdm
Cedarhurst, NY
02.2023 - 04.2023
- Created and executed social media strategies to increase customer engagement.
- Developed engaging sports content for social media platforms, enhancing audience interaction using Canva and Later
- Created and published weekly articles on current sports news, ensuring timely and relevant information for readers
- Participated in brainstorming sessions with marketing team members to develop ideas for campaigns.
- Developed content and promotional materials for various campaigns.
Salesman/Cashier
Feet Fleet
New York, NY
06.2022 - 08.2022
- Engaged customers through conversation and sales techniques, introducing new products and enhancing customer awareness
- Provided customer service in fast-paced environment, ensuring high levels of customer satisfaction
- Maintained and organized stock and inventory daily, ensuring efficient product availability for customers
Education
Binghamton University, State University of New York
Vestal, NYSkills
- Financial advisory presentations
- Investment strategies
- Wealth advisory
- Life insurance operations
- Policy administration
- Client management
- Sales analysis
- Computer: Microsoft Office Suite, G Suite by Google
- Financial knowledge
Activities
- Binghamton University, State University of New York
- Division 1 Soccer
- Binghamton, NY
- Semi-professional Soccer (UPSL)
- New York, NY
- Semi-professional Soccer (USL2)
- Madrid, Spain
- Traveled with Generation Adidas to Real Madrid and competed against the Top Academy Team
- Faced against Leganes Top Academy Team
- Buenos Aires, Argentina
- Stayed and contested at the Club Atlético Banfield Academy
Timeline
Financial Services Professional
New York Life & NYLIFE Securities
07.2026 - Current
Sales Executive
A2 Aviation
12.2024 - Current
Marketing Intern
Wizdm
02.2023 - 04.2023
Salesman/Cashier
Feet Fleet
06.2022 - 08.2022
Binghamton University, State University of New York