NanaJacob K. Hagan
St. Petersburg,FL
Summary
Energetic professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 5 years of successful consulting, sales, and leadership experience supporting client goals through astute guidance. Detail oriented with excellent communication skills and a talent for managing schedules and client relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Representative
ETrade From Morgan Stanley
Tampa, FL
01.2023 - Current
- Lead team in service to sales by referring over 20.5 million dollars of business to Morgan Stanley Financial Advisors.
- Received and processed financial documents, deposits, withdrawals and payments, keeping financial records secure and up-to-date.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Account Manager
Rob Graham Enterprises
St Petersburg, Florida
02.2022 - 05.2022
- Acted as main point of contact in matters relating to client concerns and needs.
- Cultivated new accounts and provided value-added services to existing clients, increasing overall revenue.
- Utilized sales data to evaluate sales performance and make proper adjustments to achieve sales growth.
Insurance Agent
American Income Life
St. Petersburg, FL
10.2021 - 05.2022
- Effectively managed client accounts to increase organizational profitability.
- Developed and maintained viable and profitable long-term relationships with customers and stakeholders.
- Demonstrated leadership by developing and implementing efficient work processes.
Sales Manager
Pure Energy
St. Petersburg, FL
10.2019 - 10.2021
- Facilitated exceptional sales and performance results.
- Completed daily sales reports and analyzed metrics to identify trends.
- Recruited and hired qualified candidates to fill open positions.
International Business Internship
Allegis Group
Sydney, Australia
07.2018 - 02.2019
- Created and conducted international business presentations for expatriates.
- Reviewed, investigated and corrected errors and inconsistencies in financial entries, documents and reports.
- Organized and maintained client accounts and company files and databases.
International Business Internship
Covemore International
Bali, Indonesia
06.2018 - 07.2018
- Studied company operations directly under founder and CEO.
- Created spreadsheets managing various costs for production.
- Led business development evaluation and business analysis.
Education
Bachelor of Arts - International Business, Business Management
~ Eckerd College
St. Petersburg, FL05.2020
Bachelor of Arts - International Business, Business Management
~ Macquarie University
Sydney, AustraliaSkills
- Proactive
- Client Relations
- Investment Finance
- Communication
- Global Business Acumen
- Microsoft / Google Workspace
- Digital Business Systems / CRM
- Customer Service
- Quality Assurance
Certification
- Licensed Life Insurance & Annuities
- Heath Insurance License Pending
- Completed/Passed SIE Exam
- Enrolled in Series 7 Study Course
Affiliations
- European Innovation Academy - Lisbon, Portugal - 2018 - International Entrepreneurial Studies: 4 week Start-Up Program
Timeline
Financial Services Representative
ETrade From Morgan Stanley
01.2023 - Current
Account Manager
Rob Graham Enterprises
02.2022 - 05.2022
Insurance Agent
American Income Life
10.2021 - 05.2022
Sales Manager
Pure Energy
10.2019 - 10.2021
International Business Internship
Allegis Group
07.2018 - 02.2019
International Business Internship
Covemore International
06.2018 - 07.2018
Bachelor of Arts - International Business, Business Management
~ Eckerd College
Bachelor of Arts - International Business, Business Management
~ Macquarie University
- Licensed Life Insurance & Annuities
- Heath Insurance License Pending
- Completed/Passed SIE Exam
- Enrolled in Series 7 Study Course
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