Summary
Overview
Work History
Education
Skills
Certification
Locations
Websites
Timeline
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Kyle Bird

Acworth,GA

Summary

I am a recent finance graduate seeking to apply my financial acumen, strong interpersonal skills, and entrepreneurial mindset in a results-driven financial services or analytical role. Previously licensed insurance professional with experience in Medicare Advantage, annuities, and life insurance sales.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Independent Insurance Agent

AmeriLife
West Palm Beach, USA
08.2025 - 10.2025
  • Prospected and enrolled clients in Medicare Advantage, life insurance, and annuity products
  • Conducted needs-based consultations and seminars at country clubs and gated communities
  • Worked with carriers including Humana, Aetna, Devoted, Florida Blue, and Athene
  • Navigated compliance platforms (SureLC, Piper.Tools) and maintained CMS marketing rules
  • Built pipeline using warm leads, direct mail follow-ups, and CRM tools

Golf Operations Assistant

Governors Towne Club
Acworth, USA
03.2022 - 06.2025
  • Delivered concierge-level service for high-net-worth members and guests
  • Assisted in tournament setup, membership coordination, and daily operations
  • Developed professional communication skills through client interaction and team support

Cart Staff

Governors Towne Club
Acworth, Georgia
03.2020 - 03.2022
  • Maintained cleanliness and organization of carts and storage areas.
  • Provided exceptional customer service to enhance member experience.
  • Collaborated with team members to streamline cart preparation processes.
  • Trained new staff on proper cart handling and member interaction protocols.

Education

BBA - Finance

Kennesaw State University
Kennesaw, GA
07-2025

Skills

  • Financial Analysis & Reporting
  • Insurance & Annuity Solutions
  • CRM & Sales Pipeline Management
  • Microsoft Excel (PivotTables, VLOOKUP, basic modeling)
  • Effective communication
  • Customer relationship management

Certification

• Florida 2-15 Life, Health & Variable Annuity License
• AHIP Certified (2025)
• LIMRA, WebCE, SureLC, and SuranceBay certified
• Medicare FFM Certified

Locations

  • Acworth, GA
  • West Palm Beach, FL

Timeline

Independent Insurance Agent

AmeriLife
08.2025 - 10.2025

Golf Operations Assistant

Governors Towne Club
03.2022 - 06.2025

Cart Staff

Governors Towne Club
03.2020 - 03.2022

BBA - Finance

Kennesaw State University
Kyle Bird