Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mark Collier

Tavares,FL

Summary

Experienced Financial professional, determining liabilities and negotiating settlements. Detail-oriented, observant and knowledgeable with excellent interpersonal and documentation skills. Efficiently handle high case volumes with accuracy and care. Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.

Overview

11
11
years of professional experience

Work History

Financial Planner

Prudential Advisors
Orlando, Florida
01.2024 - Current
  • Developed financial plans for clients to help them achieve their long-term goals.

Insurance Advisor

Oxford Financial Life & Health
Sanford, FL
12.2015 - Current
  • Determined insurance coverage levels and restrictions by thoroughly examining claims forms and associated records.

Insurance Advisor

Healthy U
Sanford, FL
12.2013 - Current
  • Maintained detailed knowledge of popular national and regional insurers to efficiently compile suggestions for clients.

Education

National Social Security Advisor (NSSA)

National Social Security Association
Ohio
12-2024

Federal Retirement Consultant (FRC)

Federation Of Federal Employee Benefits
01-2024

Credential of Financial Management

London School of Business Administration
London, United Kingdom
01-2024

Series 7, 66, SIE

Kaplan
Fort Lauderdale, FL
12-2023

215 Life, Health And Annuity

Florida Insurance Lic Association
Orlando
08.2011

Skills

  • Supervision
  • Planning and coordination
  • Relationship development
  • Investment advising
  • Cash flow management
  • Retirement planning
  • Insurance planning
  • Team management
  • Project organization

Timeline

Financial Planner

Prudential Advisors
01.2024 - Current

Insurance Advisor

Oxford Financial Life & Health
12.2015 - Current

Insurance Advisor

Healthy U
12.2013 - Current

Series 7, 66, SIE

Kaplan

215 Life, Health And Annuity

Florida Insurance Lic Association

National Social Security Advisor (NSSA)

National Social Security Association

Federal Retirement Consultant (FRC)

Federation Of Federal Employee Benefits

Credential of Financial Management

London School of Business Administration
Mark Collier