Justin Bateman
Niskayuna
Summary
Motivated and results-driven financial services professional with a strong foundation in business management and financial analysis. Hands-on experience in life insurance advising, market research, and retail sales. Currently pursuing SIE, Series 7, and Series 66 licenses.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Licensed Agent
New York Life Insurance Company
05.2025 - Current
- Advise clients on customized life insurance and financial protection strategies, aligning with their long-term goals and risk profiles.
- Prospect and cultivate client relationships through strategic outreach, networking, and referral partnerships.
- Delivered comprehensive financial needs analyses leveraging New York Life’s robust suite of products including whole life, term life, and annuity solutions.
Sales Associate
Dicks Sporing Goods
09.2024 - 05.2025
- Delivered high-impact customer service by identifying client needs and aligning product recommendations to individual sports and fitness goals.
- Cultivated customer loyalty by developing strong client relationships and leveraging product knowledge to drive return business.
- Collaborated cross-functionally with inventory and cash management teams to ensure a seamless in-store experience.
Financial Intellectual Property Intern (Promoted)
SUNY Research Foundation
05.2024 - 08.2024
- Conducted comprehensive market research for 5+ intellectual property disclosures, providing valuable insights to support commercialization decisions.
- Assisted in creating the directory for the S4 SUNY Summer Startup School, streamlining participant communication, and event coordination.
- Managed and organized Excel spreadsheets, improving data accuracy and accessibility for research initiatives.
Education
Bachelor of Science - Business Management, Financial Analysis
University at Buffalo
12.2024
Skills
- Financial Modeling
- Client Relationship Management
- Advanced MS Office
- Data Analysis
- Client Retention Strategies
- Financial Statement Analysis
Certification
Insurance Agent: Life Accident and Health
Timeline
Licensed Agent
New York Life Insurance Company
05.2025 - Current
Sales Associate
Dicks Sporing Goods
09.2024 - 05.2025
Financial Intellectual Property Intern (Promoted)
SUNY Research Foundation
05.2024 - 08.2024
Bachelor of Science - Business Management, Financial Analysis
University at Buffalo
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