Jayson Albert
Queens,NY
Summary
Results-driven and hard-working student who presents strong creative and financial skills. Personable candidate committed to helping clients meet financial goals and providing them with sound financial advice to suit their individual coverage and needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options.
Overview
2
2
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Financial Advisor
Primerica
02.2024 - Current
- Deliver engaging presentations on life insurance and other benefits to clients
- Direct and advise clients on any questions or inquiries they have
- Analyze clients' financial status and develop tailored strategies to meet their goals
- Build and maintain strong relationships with clients through effective communication and trust
Inventory Controller
Nordstrom
02.2023 - 01.2024
- Transferred out products to different facilities.
- Received shipments and distributed them to the floors.
- Enhanced inventory accuracy by conducting thorough stock audits and addressing discrepancies promptly.
- Improved overall store appearance through diligent cleaning, stocking, and organizing tasks.
Counselor
Commonpoint Queens
06.2022 - 08.2022
- Planned and organized activities with groups of children everyday based on the camp director's directive.
- Ensured camper safety by enforcing camp rules, supervising group activities, and responding promptly to incidents or concerns.
- Collaborated with other camp counselors to design fun and enriching learning activities for campers.
Education
BBA - Finance
St. John's University
Queens 09.2022 - 12.2023
Hofstra University
Hempstead, NY 09.2022 - 12 2023
Skills
Financial Advising and Services
Customer Relations
Quotes and Sales
Sales Expertise
Licensed Insurance Agent
Life and Health Insurance
Professionalism and Ethics
Certification
- Microsoft Office Specialist: Excel, 01/01/19
- Insurance Producer - Life; Accident and Health or Sickness
Awards
Zarb EntrePitch Competition Finalist
Timeline
Financial Advisor
Primerica
02.2024 - Current
Inventory Controller
Nordstrom
02.2023 - 01.2024
BBA - Finance
St. John's University
09.2022 - 12.2023
Hofstra University
09.2022 - 12 2023
Counselor
Commonpoint Queens
06.2022 - 08.2022