Summary
Overview
Work History
Education
Skills
Affiliations
Additional Information
Work Availability
Quote
Timeline
Manager
NICOLENE CLARKE-WILSON

NICOLENE CLARKE-WILSON

Hopewell Junction,NY

Summary

As a Financial Manager, I recruit, hire, coach and mentor Financial Representative, Register Rep, Financial Advisor, and Managers to chart sustainable business in the Financial Industry. Talented Manager with expert team leadership, planning and organizational skills built during a successful career. Smoothly equip employees to independently handle the daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Recruit, hire, coach and mentor Financial Representative, Register Rep, Financial Advisor, and Managers to chart sustainable business in the Financial Industry.

Overview

7
7
years of professional experience

Work History

Manager

New York Life Insurance Co
East White Plains, NY
10.2017 - 01.2022
  • Hiring and developing entrepreneurial individuals for career in financial services
  • Manage, coach, led, and develop diverse sales team of over 15 to maximize their strength, deliver monthly business targets and increase company revenue annually
  • Leverage existing or defines new financial tools for agents, individuals as well as other business entities for success
  • Ensure issues and deficiencies that are identified during internal auditing compliances are addressed and corrected within team and individuals
  • Participate in special projects and performs other leadership related duties as requested
  • Collaborate with IT, Management, and other support staff to ensure appropriate educational and compliance services are in place to effectively deliver excellent operational services
  • Utilizing leadership skills to retain individuals with solid business acumen, analytical, and problem-solving skills.

Agent & Registered Representative

New York Life Insurance
White Plains, NY
03.2015 - 10.2017

Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
Establishes productive working relationships with clients.
Develops base for long-term sources of clients.
Compiles lists of prospects.
Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
Ascertains clients’ long-term goals.
Develops coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

  • Organized and coordinated meetings and conference calls with various individuals
  • Compiled lists of potential clients to develop and expand book of business
  • Promoted current Life Insurance and Long Term Care marketing campaigns and promotions

Education

Bachelor of Science -

Northern Caribbean University Manchester
Mandeville, Jamaica W.I.
08.2010

Skills

  • Verbal and written communications
  • Problem-Solving
  • Team- Building
  • Discovery processes
  • Document filing
  • Oral debate
  • Knowledgeable in Microsoft Office & Sale Central
  • Negotiation
  • Financial Management
  • Coaching and mentoring
  • Strategic planning
  • Business administration
  • Financial Management
  • Coaching and mentoring
  • Strategic planning
  • Business administration

Affiliations

An independent and self-motivated Manager who had proven and tested negotiation, sales and marketing skills. 7 years of experience in the Financial Industry. Involved in Recruiting, management, Retention of agents, driving production and the training and development of agents. An award-winning and confident manager, able to establish rapport quickly and conduct the training sessions with clarity and enthusiasm. I am also, possesses my Life Health and Accident, SIE, Series 6 & 63 Licenses.

Additional Information

  • ACHIEVEMENTS AND AWARDS , Excellence In Recruiting Ward 2018 African American Recruiting & Retention Challenge Award 2019 African American Drive to $35 Billion Agent Gold Award 2015 Outstanding Award for Most Life protected 2015 Executive Council Qualifier 2016, 2017 3 Life Cases series award 2015-2016 Centurion Award 2017 Life Star Individual Award 2017

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Manager

New York Life Insurance Co
10.2017 - 01.2022

Agent & Registered Representative

New York Life Insurance
03.2015 - 10.2017

Bachelor of Science -

Northern Caribbean University Manchester
NICOLENE CLARKE-WILSON