NYCOLE LIGHTBODY
Clifton Park,NY
Summary
Financial representative and sales operations specialist with expertise in CRM management, broker onboarding, and client guidance. Delivers needs analyses, supports financial and insurance recommendations, and helps maintain regulatory and licensing requirements. Combines analytical thinking with clear communication and department coordination to improve service quality and support business goals.
Overview
7
7
years of professional experience
Work History
Financial Representative
Bankers Life
Clifton Park, New York
09.2025 - 01.2026
- Presented financial solutions aligned with client goals and budgets.
- Advised Bankers Life clients on retirement income and insurance options.
- Conducted needs analyses for Bankers Life policyholders and prospects.
- Explained annuities, life insurance, and long-term care coverage.
Sales Operations Specialist
Infojini Consulting
Columbia, United States
07.2021 - 09.2022
- Supported broker credentialing and completed onboarding setup for new brokers.
- Managed broker portal activity and routine broker communications.
- Partnered with Sales, Marketing, Product, Operations, and IT to share input on database updates, testing, and result reporting.
- Maintained broker records and reports within the broker commissions database.
- Assisted direct sales channels across all markets with day-to-day support.
Insurance Broker
AFLAC
09.2018 - 04.2021
- Engaged potential clients through direct marketing techniques, including walk-ins and phone contacts, to build a robust client base.
- Guided business owners on payroll deductions and tax exemptions to optimize their financial strategy.
- Guided business owners on payroll deductions and tax exemptions to optimize their financial strategies.
- Facilitated business luncheons and group presentations to effectively showcase products and strengthen client relationships.
Education
Associate of Science - Medical Assisting
Mildred Elley
Albany, NY05-2016
Skills
- CRM and market analysis
- Client relationship management
- Financial due diligence
- Regulatory compliance
- Form compliance
- Analytical thinking
- Strategic planning and execution
- Corporate strategy
- Departmental coordination
- Integrity and transparency
Timeline
Financial Representative
Bankers Life
09.2025 - 01.2026
Sales Operations Specialist
Infojini Consulting
07.2021 - 09.2022
Insurance Broker
AFLAC
09.2018 - 04.2021
Associate of Science - Medical Assisting
Mildred Elley