Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

John Spears

Fairmont,West Virginia
John Spears

Summary

Persuasive Consultant with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 10 years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.

Overview

10
years of professional experience

Work History

Athene Annuities

Insurance Broker
08.2022 - Current

Job overview

  • Planned and led improvements to stop-loss delivery and reporting tools.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Calculated quotes and educated potential clients on insurance options.
  • Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
  • Called potential clients to set up appointments according to mutual availability.

Insurance Technologies

Personal Financial Advisor
08.2022 - 03.2023

Job overview

  • Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals
  • Educated clients on financial topics and best practices
  • Initiated customer relationships through prospecting, lead utilization, local market and community involvement

University Of Pennsylvania

Research Scholar
01.2018 - 03.2021

Job overview

  • Guided students in researching, structuring and presenting debate case.
  • Reviewed program materials and coordinated updates to keep department materials relevant and accurate.
  • Participated in various campus memberships at each assigned school to promote academics and faculty development.
  • Documented procedures and results with high degree of accuracy and precision.
  • Evaluated and supervised student activities and performance levels to provide reports on academic progress.
  • 'Managed over 50 customer calls per day.' or, "Increased sales by 10%".

Fairmont State University

Graduate Teaching Assistant
04.2013 - 04.2015

Job overview

  • Developed and graded exams and assessments to evaluate student learning and provide feedback on performance.
  • Created and maintained course websites and materials to provide students with easy access to course materials and resources.
  • Provided individual and group instruction to tailor teaching approaches to different student needs.
  • Checked assignments, proctored tests and provided grades according to university standards.
  • Conducted minimum number of on-site, in-the-field observations.

Education

University of Pennsylvania
Philadelphia, PA

Ph.D. from Education
04.2020

Fairmont State University
Fairmont, WV

MBA from Business And Managerial Economics
04.2015

Fairmont State University
Fairmont, WV

Bachelor of Science from Family And Consumer Sciences Education
04.2013

Skills

  • Call Center Customer Service
  • Client Needs Analysis
  • Insurance Eligibility
  • Active Property and Casualty Insurance License with State Department of Insurance
  • Relationship Development Skills
  • Investment Products
  • Long-Term Care Expertise
  • Consultative Sales Approach
  • Asset Protection
  • Policy Adjustment Knowledge
  • Underwriting

Timeline

Insurance Broker

Athene Annuities
08.2022 - Current

Personal Financial Advisor

Insurance Technologies
08.2022 - 03.2023

Research Scholar

University Of Pennsylvania
01.2018 - 03.2021

Graduate Teaching Assistant

Fairmont State University
04.2013 - 04.2015

University of Pennsylvania

Ph.D. from Education

Fairmont State University

MBA from Business And Managerial Economics

Fairmont State University

Bachelor of Science from Family And Consumer Sciences Education

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John Spears