Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Quote
Work Preference
Timeline
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Judith Jackson-Maat

Judith Jackson-Maat

Brooklyn,NY

Summary

Licensed Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

3
3
years of professional experience

Work History

Securities Licensed Financial Services Provider

PFS Investments
11.2020 - Current
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 90%.
  • Passionate about learning and committed to continual improvement
  • Excellent communication skills, both verbal and written
  • Proved successful working within tight fast-paced deadlines and environment
  • Exercised leadership capabilities by successfully motivating and inspiring others.

Licensed Insurance Broker

Primerica
10.2020 - Current
  • Managed over 30 customer calls per day verbally reviewing and explaining documents for client comprehension.
  • Conducted financial needs analysis to determine insurance and investment strategy programs suitable to individual client needs.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Cultivated interpersonal skills by building positive relationships with others
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques

Education

Bachelor of Arts -

University of Michigan

Associate of Arts - The Faculty of Arts And Humanities

Université Paris 1 Panthéon-Sorbonne
Paris, France

High School Diploma -

Interlochen Arts Academy
Interlochen, MI

Skills

  • Sales Expertise
  • Asset Protection
  • Interpersonal Communications
  • Closing Techniques
  • Strategic Planning
  • Recruiting
  • Client Relationship-Building
  • Consulting
  • Increasing Savings
  • Insurance Industry Knowledge

Accomplishments

  • FINRA Series SIE, 6 and 63
  • Life, Health & Variable Insurance Licensed
  • Specialized in Wealth and Risk Management
  • Senior Health Certification

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Being rich is having money. Being wealthy is having time.
Margaret Bonnano

Work Preference

Work Type

Contract Work

Work Location

RemoteHybrid

Timeline

Securities Licensed Financial Services Provider

PFS Investments
11.2020 - Current

Licensed Insurance Broker

Primerica
10.2020 - Current

Bachelor of Arts -

University of Michigan

Associate of Arts - The Faculty of Arts And Humanities

Université Paris 1 Panthéon-Sorbonne

High School Diploma -

Interlochen Arts Academy

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Judith Jackson-Maat