Jared Powell
Huntington
Summary
Dynamic Registered Representative at New York Life Insurance Co, adept at building strong client relationships and delivering tailored insurance solutions. Skilled in financial product sales and customer engagement, I successfully managed client portfolios while ensuring compliance and enhancing service efficiency. Recognized for strategic market analysis and a goal-oriented approach to achieving client satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Registered Representative
New York Life Insurance Co
10.2022 - Current
- Developed and maintained client relationships to deliver tailored insurance solutions.
- Conducted comprehensive needs assessments to identify appropriate insurance products for clients.
- Provided ongoing support and education regarding policy features and benefits to enhance customer understanding.
- Collaborated with team members to streamline processes and improve service delivery efficiency.
- Analyzed market trends and competitor offerings to inform strategic product recommendations.
- Managed client portfolios, ensuring compliance with regulatory standards and company policies.
Education
Bachelor of Arts - Marketing
SUNY Buffalo State
Buffalo, NY05-2021
Skills
- Customer service and support
- Customer engagement
- Relationship building
- Goal-oriented mindset
- Financial services
- Conflict resolution
- Business prospecting
- Marketing campaigns
- Financial product sales
Accomplishments
2x Executive Council Agent (2024, 2025)
Certification
SIE, Series 6 and Series 63 Licensed
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Registered Representative
New York Life Insurance Co
10.2022 - Current
Bachelor of Arts - Marketing
SUNY Buffalo State