Rene Andrews
POWDER SPRINGS,GA
Summary
Financial professional with expertise in relationship building and strategic financial planning. Proficient in investment analysis and portfolio management, delivering tailored investment strategies that enhance client success. Experienced in conducting risk assessments and educating clients on financial products to align strategies with individual goals.
Overview
3
3
years of professional experience
Work History
Mortgage Loan Originator
Primerica Financial services
Duluth, Georgia
09.2025 - Current
- Assisted clients in completing mortgage applications and gathering necessary documentation.
- Educated clients on various mortgage products and financing options available.
- Collaborated with real estate agents to facilitate smooth loan transactions.
- Reviewed loan applications for completeness and accuracy before submission.
- Developed strong relationships with clients to ensure repeat business and referrals.
- Provided guidance throughout the mortgage process, addressing client inquiries promptly.
- Maintained up-to-date knowledge of industry regulations and lending practices.
- Maintained a thorough knowledge of current lending regulations, policies, and procedures.
Life Insurance Agent
Primerica
Atlanta, Georgia
08.2023 - Current
- Educated clients on life insurance products and benefits to enhance understanding.
- Conducted policy reviews to ensure compliance and adequate coverage.
- Established strong relationships through regular follow-ups and consultations.
- Collaborated with team members to formulate effective sales strategies.
- Utilized CRM software to monitor client interactions and update policies.
Investment Specialist
Primerica
Atlanta, Georgia
08.2022 - Current
- Analyzed client financial needs to recommend appropriate investment products.
- Conducted portfolio reviews aligning with client goals and market trends.
- Educated clients on investment principles for informed decision-making.
- Collaborated with financial advisors to create tailored investment plans.
- Maintained knowledge of market conditions affecting investments.
- Facilitated meetings discussing investment performance and strategy adjustments.
- Developed reports outlining client portfolio performance and recommendations.
- Conducted due diligence on potential investments, reviewing financial statements and legal documents.
Education
Certificate - Mortgage Loan Originator
Primerica Financial Services
Duluth, GA06-2025
Certificate - Variable Annuities
Primerica Financial Services
Duluth, GA12-2024
Certificate - Investments
Licensed To Build
New Orleans, LA09-2024
Certificate - Life Insurance
Primerica Financial Services
Duluth, GA06-2023
Skills
- Client education
- Investment analysis and strategy
- Portfolio and asset management
- Risk assessment and management
- Relationship building and maintenance
- Financial planning and analysis
- Retirement and insurance planning
- Wealth management and growth
Timeline
Mortgage Loan Originator
Primerica Financial services
09.2025 - Current
Life Insurance Agent
Primerica
08.2023 - Current
Investment Specialist
Primerica
08.2022 - Current
Certificate - Mortgage Loan Originator
Primerica Financial Services
Certificate - Variable Annuities
Primerica Financial Services
Certificate - Investments
Licensed To Build
Certificate - Life Insurance
Primerica Financial Services