John Regan
Goose Creek,SC
Overview
2
2
years of professional experience
1
1
Certification
Work History
Licensed Financial Services Representative
First Citizens Bank
Charleston, SC
05.2023 - Current
- Maintained high performance standards while taking and passing the SIE, Series 6, Series 63, and Accident, Health and Life insurance exams.
- Identified opportunities for upselling products or services, driving revenue growth and business expansion.
- Maintained up-to-date knowledge of industry trends, ensuring the ability to provide relevant advice to customers as needed.
- Managed high client outreach volumes while meeting and exceeding target goals.
- Developed strong relationships with clients, fostering trust and loyalty through exceptional service provision.
- Consistently adhered to strict regulations as well as detailed instructions, guidelines and specifications.
Finance Intern
Harris Blitzer Sports & Entertainment
Newark, NJ
05.2022 - 08.2023
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Prepared and posted financial journal entries using technically relevant software.
- Supported organizational account management duties under direct supervision.
- Managed sensitive information responsibly, maintaining strict confidentiality standards.
- Reviewed expense reports for accuracy, ensuring compliance with company policies and procedures.
Education
Bachelor of Science - Finance
University of South Carolina - Columbia
Columbia, SC05.2023
Skills
- Strong Work Ethic
- Cross-selling techniques
- Up-selling strategies
- Customer Service
- Performance Goals
- Client rapport
- Sales expertise
- Account Management
Certification
- SIE
- Series 6
- Series 63
- Accident Life and Health Insurance License
Timeline
Licensed Financial Services Representative
First Citizens Bank
05.2023 - Current
Finance Intern
Harris Blitzer Sports & Entertainment
05.2022 - 08.2023
Bachelor of Science - Finance
University of South Carolina - Columbia