Keith Weaver
Jacksonville
Overview
16
16
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Selectquote Insurance
Jacksonville, FL
09.2020 - 01.2026
- Developed customized insurance solutions tailored to client needs and preferences.
- Conducted thorough policy reviews to ensure compliance with industry regulations and standards.
- Provided comprehensive training and mentorship to new agents, enhancing team performance and knowledge base.
- Analyzed customer data to identify opportunities for cross-selling additional coverage options.
Licensed Finacial Advosor
Principal Financial Services
Jacksonville, FL
08.2017 - 09.2020
- Advised clients on financial strategies to optimize investment portfolios.
- Developed and implemented comprehensive financial plans tailored to individual client needs.
- Conducted market research to identify emerging trends and opportunities for clients.
- Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
Licensed Financial Advisor
Merrill Lynch
Jacksonville, FL
04.2010 - 09.2017
- Provided personalized financial planning strategies to enhance client portfolios.
- Analyzed market trends to inform investment decisions and risk management.
- Developed comprehensive reports on investment performance for client presentations.
- Cultivated strong client relationships through regular communication and follow-ups.
Education
Associate of Science -
Pennsylvania State University
University Park, PASkills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
Accomplishments
Thorough knowledge of Personalized Fitness Regimens appropriate for individual age/health/goals. Extensive knowledge of Supplements/Caloric intake. Thorough experience with all fitness regimen's , including Free Weights, Machine, Cross Fit type and Circuit Training.
Certification
>Finra Licensed Financial Advisor
>Ultrasound Technologist
Timeline
Licensed Insurance Agent
Selectquote Insurance
09.2020 - 01.2026
Licensed Finacial Advosor
Principal Financial Services
08.2017 - 09.2020
Licensed Financial Advisor
Merrill Lynch
04.2010 - 09.2017
Associate of Science -
Pennsylvania State University
Many awards for exceeding Sales Goals
Many Awards for Salesman of the Month, Salesman of the Year.