Justin Gooding
Newport Beach,CA
Summary
Accomplished Financial Services Professional with a proven track record at Prudential Financial, adept in investment strategies and excelling in relationship management. Successfully developed innovative financial solutions and achieved sales targets through strategic planning and effective client presentations. Demonstrated leadership in high-pressure environments as an Infantry Team Leader, enhancing team capabilities and mission success.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Services Professional
Prudential Financial
Irvine, CA
03.2017 - 01.2025
- Built and maintained strong client relationships through exceptional service and communication.
- Conducted cold calls to discuss available financial solutions with potential clients.
- Collaborated with team members to develop and implement innovative financial solutions.
- Conducted risk assessments to tailor financial advice and strategies to individual client profiles.
- Developed and maintained a portfolio of clients through networking and referrals.
Financial Services Representative
Mass Mutual Financial
Newport Beach, CA
01.2015 - 03.2017
- Prepared and delivered presentations on life insurance products to groups and individuals.
- Developed and implemented sales strategies to increase life insurance policies.
- Achieved sales targets through effective client presentations and follow-up.
- Provided clients with advice on how to best manage their life insurance investments.
- Nurtured relationships with potential clients through regular communication and engagement.
Infantry Team Leader
Marine Corps
Camp Pendelton, CA
08.2006 - 08.2014
- Supervised training of foreign forces as part of internal defense efforts, strengthening knowledge, and abilities of many troops.
- Maintained situational awareness of enemy activity in order to adjust tactics accordingly.
- Adapted to rapidly changing tactical situations to achieve mission objectives.
- Led small teams in tactical operations under stressful conditions.
F.A.S.T Designated Marksman
United States Marine Corps
Norfolk, VA
11.2006 - 08.2010
- Prepared, planned for and coordinated execution of support missions to aid deployed forces and individuals.
- Analyzed intelligence data collected from various sources for accuracy and relevance.
- Trained, coached and mentored military units to improve readiness and training.
- Developed tactical plans to support mission objectives.
Education
California Culinary Academy
San Francisco, CA01-2005
Skills
- Investment strategies
- Relationship management
- Account maintenance
- Customer relationship building
- Account performance reviews
- Sales and marketing
- Estate planning
Accomplishments
- Western Territory Leader in life insurance sales 2021-2024
- MDRT 2018-2024
- Life concierge 2018-2024
Certification
- California insurance License #: 0K63940
- DRE Identification 01900372
- Securities licenses, SIE,6,65
Timeline
Financial Services Professional
Prudential Financial
03.2017 - 01.2025
Financial Services Representative
Mass Mutual Financial
01.2015 - 03.2017
F.A.S.T Designated Marksman
United States Marine Corps
11.2006 - 08.2010
Infantry Team Leader
Marine Corps
08.2006 - 08.2014
California Culinary Academy
Similar Profiles
Shanae HarmonShanae Harmon
Associate Manager/Process Management Specialist at Prudential FinancialAssociate Manager/Process Management Specialist at Prudential Financial
Nicholas DeAnnaNicholas DeAnna
Customer Service Associate at Prudential FinancialCustomer Service Associate at Prudential Financial
Stacey SorgiusStacey Sorgius
Customer Service Associate at Prudential FinancialCustomer Service Associate at Prudential Financial