Jayson Irizarry
Fairfield
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Guardian Life Insurance
05.2025 - 04.2026
- Developed personalized financial plans for clients based on risk assessment and investment goals.
- Conducted comprehensive market analysis to identify investment opportunities and optimize client portfolios.
- Provided ongoing support and education to clients regarding insurance products and financial strategies.
- Collaborated with team members to refine processes for client onboarding and service delivery.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Insurance Broker
Bankers Life & Casualty Insurance
03.2025 - 05.2025
- Analyzed client needs to recommend appropriate insurance products.
- Developed personalized insurance plans to enhance client satisfaction and retention.
- Facilitated communication between clients and underwriters for policy approvals.
- Prepared and delivered presentations on insurance options to prospective clients.
- Maintained accurate records of client interactions and policy changes in CRM system.
- Collaborated with team members to streamline workflow processes and improve efficiency.
CEC Team 2 Associate
CEC Entertainment, Inc
06.2021 - 02.2023
- I worked as;
- Cashier, kitchen
- Staff/overseer
- Game room attendant
- Kid check attendant
- I had also received multiple positive corporate reviews/surveys in my time being there.
SFDK Rides Operator
Six Flags, Inc.
06.2021 - 07.2021
- I was a rides operator on two of the attractions at Six Flag’s Discovery Kingdom and got very positive feedback from the guests. The reason for such short employment time was just poor treatment.
Education
No Degree - Business Management (First Year College)
Chico State University
Chico, CA04-2026
Skills
- Computer skills
- Cash handling
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Critical thinking
- Attention to detail
- Financial advising
- Sales and marketing
- Risk assessment
- Client relations
- Wealth management
- Insurance planning
- Insurance sales
- Technical analysis
- Financial planning
- Experience with children
- Merchandising
- Kitchen management
- Communication skills
- Math
- Phone etiquette
- Teaching
- Leadership
- Kitchen experience
- Positive attitude
- Cooking
- Delivery driver experience
- Interpersonal skills
- Food industry
- Retail math
- Food preparation
- Active listener
- Financial services
- Freight
- Patients
- Automotive repair
Accomplishments
- Collaborated with the management team of Guardian Life Insurance in the development of their onboarding process for new agents.
Certification
- ServSafe Food Handler
- January 2024 to January 2027
- Successfully completed in past the California Food handler training certificate program.
- Driver's License
- October 2021 to December 2025
Languages
Spanish - Beginner
Additional Information
- Authorized to work in the US for any employer
- I’m a dedicated worker with pretty much open availability, stupendous people/sales skills and feel I could be a great influence for your company.
Timeline
Financial Advisor
Guardian Life Insurance
05.2025 - 04.2026
Insurance Broker
Bankers Life & Casualty Insurance
03.2025 - 05.2025
CEC Team 2 Associate
CEC Entertainment, Inc
06.2021 - 02.2023
SFDK Rides Operator
Six Flags, Inc.
06.2021 - 07.2021
No Degree - Business Management (First Year College)
Chico State University