Jeff Burgess
Johnson City,TN
Summary
High-performing professional, with extensive experience in the financial field and sales. Seeking a position where I can showcase my skills and passion for relationship development, leadership, and mentoring. Excels in tasks requiring business related decision-making, team-building, customer relationships, as well as financial and analytical thinking. Experience in executive financial positions, assisting in financial analysis and retirement planning, where excellent customer service and leadership skills are required. Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor, Relationship Manager
Regions Bank
10.2022 - 06.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Sales Consultant
Empower
01.2021 - 09.2022
- Collaborated with a team of financial advisors, as well as retail bank employees, to coordinate opportunities and needs of clients
- Met and exceeded daily/monthly sales goals for the department.
Medicare Representative/ Annuity Specialist
Humana
01.2020 - 01.2021
- Facilitated successful annual open enrollment periods through effective communication campaigns targeted at existing members and prospective enrollees.
- Collaborated with healthcare providers to ensure accurate and timely claims processing.
Relationship Manager
BCS Blackburn, Childers, Stegall
01.2018 - 01.2020
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Vice President/ Financial Advisor
First Tennessee Bank
01.2015 - 01.2018
- Generated all business in a goal-oriented environment as well as presented investment and financial planning seminars to clients and prospective clients.
Vice-President/ Financial Advisor
Suntrust Investment Services
01.2006 - 01.2015
- Managed and collaborated with multiple branch teams, while meeting with clients, including those referred by branch team members
- Executed financial planning for clients including investments and retirement planning.
Education
Bachelor of Science in Business Administration -
Milligan College
Elizabethton, TN2025
Skills
- Mentoring/ coaching co-workers and clients
- Team Leadership/Training/ Collaboration
- Strong written/verbal communication
- Strategic planning and organizational skills
- Sales /goals experience
- Relationship building and management
Certification
- Series 7 License
- Series 66 License
- Series 26 License
Experienceyears
25
Timeline
Financial Advisor, Relationship Manager
Regions Bank
10.2022 - 06.2024
Financial Sales Consultant
Empower
01.2021 - 09.2022
Medicare Representative/ Annuity Specialist
Humana
01.2020 - 01.2021
Relationship Manager
BCS Blackburn, Childers, Stegall
01.2018 - 01.2020
Vice President/ Financial Advisor
First Tennessee Bank
01.2015 - 01.2018
Vice-President/ Financial Advisor
Suntrust Investment Services
01.2006 - 01.2015
- Series 7 License
- Series 66 License
- Series 26 License
Bachelor of Science in Business Administration -
Milligan College
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