Reginald Rock
Aubrey,TX
Summary
Resume statement Financial Advisor/Manager with half a decade of experience, looking to secure a challenging position in a reputable organization to expand my learnings, knowledge, and skills. Goal-oriented manager with distinguished experience in financial industry and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent. Performance-oriented Sales Leader offering exceptional record of achievement over 5+ year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
District General Agent
Colonial Life
01.2023 - Current
- Represented company in diverse district sales and operations activities.
- Created campaigns for agencies to drive revenue and coordinated customer appreciation events.
- Sold company products and services in assigned territory.
- Maintained healthy relationships with customers and obtained complete customer satisfaction.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Managed 50+ accounts to retain existing relationships and grow share of business.
Finanacial advisor
Family First Life
02.2019 - Current
- Recruit and solicit clients
- Assess clients’ needs and financial goals
- Recommend strategies
- Execute strategies
- Monitor accounts
- Market analysis, and market research
- Identify new opportunities
- Follow federal, and state regulations.
Financial Advisor
New York Life
10.2021 - 12.2022
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Lead Welder/ Misty Harbor
Midwest
03.2017 - 01.2019
- Refereed AAU tournaments, and weekend championship tournaments in four different states in the, Florida in the summer., Provided lead supervision in the oversight of the activities of the weld shop, and performed specialized duties
- Involving welding and metal fabrication, related to pontoon boats
- Conducted equipment repairs, and maintenance.
QUALITY CONTROL/ WELP
04.2015 - 01.2017
- Conducted checks on the quality of incoming and outgoing products for WELP company, as well as the production procedures.
Education
Business Administration - Business Management, accounting
Iowa State University
05.2014
High School Diploma -
Cretin-Derham Hall
Saint Paul, MN05.2005
Skills
- Active listener with strong ability to focus when potential client speaks their concerns, understand their message, comprehend information and acknowledge thoroughly
- Share information to individuals extremely well Computer: Extreme abilities to operate computer softwares and efficiently use programs and applications Leadership: Strength is in my ability to organize other people to reach shared goal Management: Currently managing projects, lead teams, build and executed plans that ultimately effect company outcome Customer service: Has equipped my radar to address customer needs, and foster positive experience Bilingual: Able to communicate in French, Creole Sales: Priority number one is to understand, and build rapport with potential clients
- Online Marketing Strategies
- Marketing Initiatives
- Team Recruiting and Onboarding
- Account Servicing
Certification
- Licensed General Lines - 2018-Current
Languages
English
Full Professional
French
Limited Working
Timeline
District General Agent
Colonial Life
01.2023 - Current
Financial Advisor
New York Life
10.2021 - 12.2022
Finanacial advisor
Family First Life
02.2019 - Current
Lead Welder/ Misty Harbor
Midwest
03.2017 - 01.2019
QUALITY CONTROL/ WELP
04.2015 - 01.2017
Business Administration - Business Management, accounting
Iowa State University
High School Diploma -
Cretin-Derham Hall
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