Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Roger Romance

Deerfield Beach

Summary

Life Insurance Professional with strong analytical and interpersonal skills. Proven track record in client engagement, risk assessment, and policy customization. Strong focus on team collaboration and achieving results, adapting to changing needs effortlessly. Known for excellent communication, negotiation, and problem-solving abilities.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Insurance Broker

Symmetry Financial
07.2024 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.

Adult Caregiver

New York State Insurance Fund
09.2010 - 10.2024
  • Enhanced patient well-being by providing compassionate and attentive care.
  • Implemented strategies for managing challenging behaviors, resulting in a safer environment for all involved.
  • Conducted regular safety checks on patient environments, reducing the risk of accidents or injuries.

Financial Advisor

OneSouth Florida Wealth Advisors
11.2017 - 07.2024
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Insurance Agent

MassMutual
02.2011 - 10.2017
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

Education

High School Diploma -

Northeast High School
Oakland Park, Fl
06-1992

Skills

  • Proactive team player
  • Sales presentations
  • Driven
  • Life and health insurance
  • Premium financing
  • Commission-based sales
  • Financial planning
  • Financial planning products
  • Goal-oriented mindset
  • Client education
  • New agent training

Certification

  • Accident and Health License – FL-215 (P145195) Department of Insurance.
  • Multi-State License
  • Series 7 License - Financial Industry Regulatory Authority (FINRA).
  • Series 66 License - North American Securities Administrators Association and FINRA.

Timeline

Insurance Broker

Symmetry Financial
07.2024 - Current

Financial Advisor

OneSouth Florida Wealth Advisors
11.2017 - 07.2024

Insurance Agent

MassMutual
02.2011 - 10.2017

Adult Caregiver

New York State Insurance Fund
09.2010 - 10.2024

High School Diploma -

Northeast High School

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Roger Romance