Junior Francois
Margate,FL
Summary
- Strong Communication & Writing Skills
- Proficient: Word, Power Point, Excel, Outlook
- Detail Oriented, proactive and Resourceful
- Strong Organizational Skills
- Fluent in English, Spanish, French & Haitian Creole
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
17
17
years of professional experience
Work History
Licensed Health/Life Insurance Broker
Independent Contractor
Sunrise, FL
11.2021 - Current
- Conduct phone and in interview to new leads
- Create Financial Illustration for Investments
- Submit Life Insurance and Annuity Contracts
- Follow up with current clients to sale new products
- Participate in networking and company events to acquire new clients.
- Attended conferences, seminars, and workshops to stay abreast of changes in the industry.
- Participated in outreach activities such as community events aimed at promoting financial literacy.
- Fostered relationships with clients to ensure satisfaction with life insurance coverage.
- Created marketing materials such as brochures, flyers, and presentations to promote the company's services.
- Managed a portfolio of existing accounts while developing new business opportunities.
- Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
- Maintained accurate records of all transactions pertaining to life insurance policies.
- Processed applications for new life insurance policies in accordance with established procedures.
- Communicated with clients to understand needs and identify best policies for each case.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Calculated premiums and established payment methods.
- Exceeded company sales goals for new policies.
Financial Advisor
New York Life
Sunrise, FL
02.2021 - 07.2022
- Conduct phone and in interview to new leads
- Create Financial Illustration for Investments
- Submit Life Insurance and Annuity Contracts
- Follow up with current clients to sale new products
- Participate in networking and company events to acquire new clients.
- Attended conferences, seminars, and workshops to stay abreast of changes in the industry.
- Participated in outreach activities such as community events aimed at promoting financial literacy.
- Fostered relationships with clients to ensure satisfaction with life insurance coverage.
- Created marketing materials such as brochures, flyers, and presentations to promote the company's services.
- Managed a portfolio of existing accounts while developing new business opportunities.
- Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
- Maintained accurate records of all transactions pertaining to life insurance policies.
- Processed applications for new life insurance policies in accordance with established procedures.
- Communicated with clients to understand needs and identify best policies for each case.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Calculated premiums and established payment methods.
- Exceeded company sales goals for new policies.
Financial Aid Administrator
Jersey College
Fort Lauderdale, FL
09.2012 - 01.2022
- Conducted financial aid interviews with prospect and current students
- Certify federal and VA loans
- Create new strategies for the team to develop new process
- Participate in networking and conference events for compliance updates
- Conduct staff meetings to update team on new Federal and State regulations.
- Collaborated with external agencies such as banks or lenders when necessary.
- Assessed student need based on established criteria to award various types of financial aid packages.
- Implemented technology solutions that improved operational efficiency within the department.
- Developed strategies and procedures that optimized resources available for awarding financial aid packages.
- Advocated for students in resolving any discrepancies with FAFSA information.
- Coordinated with other departments in order to resolve any outstanding issues related to financial aid awards.
- Prepared documents required by government agencies or funding sources relating to Financial Aid Administration.
- Maintained accurate records of all student transactions related to financial aid programs.
- Advised students on budgeting, debt management, and other personal finance topics.
- Attended conferences and workshops related to the field of Financial Aid Administration.
- Participated in meetings with faculty, staff, students regarding changes in policies, procedures related to Financial Aid Administration.
- Assisted with completion of documentation such as FAFSA paperwork, answered questions, and delivered key information.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
Membership Representative/ Market Coordinator
Nielsen Media Research
Tampa, FL
07.2007 - 04.2009
- Conducted Television Research and Media Research across the US
- Conducted in-person interview with prospect clients
- Assisted clients the highest level of customer service
- Company Asset management
- Conducted daily administrative duties
- Cross country business relations (required frequent business travel).
- Monitored membership database for accuracy and completeness of data.
Education
Bachelor of Arts in Advertising and Marketing -
Barry University
Skills
- Financial Planning
- Social Media Marketing
- Building Relationships
- Strong Interpersonal Skills
- Client Relationship Management
Languages
English
Full Professional
Spanish
Native/ Bilingual
French
Native/ Bilingual
Timeline
Licensed Health/Life Insurance Broker
Independent Contractor
11.2021 - Current
Financial Advisor
New York Life
02.2021 - 07.2022
Financial Aid Administrator
Jersey College
09.2012 - 01.2022
Membership Representative/ Market Coordinator
Nielsen Media Research
07.2007 - 04.2009
Bachelor of Arts in Advertising and Marketing -
Barry University