Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ryan Orosz

Youngstown,OH

Summary

As a Financial Services Professional, I strive to provide my clients with expert advice and guidance to help them achieve their financial goals. I rely on my knowledge to ensure my clients have the education needed to understand why the solutions I provide are crucial to their success.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Financial Services Representative

MassMutual
Boardman, US
08.2024 - Current
  • As a Financial Services Professional, I work with Individuals, Families and business owners to help them achieve their goals and brighten their futures

Registered Representative

Western & Southern Life
Youngstown, US
11.2022 - 08.2024
  • I work tirelessly to help individuals achieve their goals and meet their insurance needs

Licensed Insurance Agent

TRANZACT
Poland, US
04.2021 - 10.2022
  • I am a licensed Medicare insurance agent
  • I have worked for this company for a little over a year now and led the entire Canton, Ohio site in sales during our Annual Enrollment Period and was named Rookie Agent of the Year
  • I have been asked to train countless new agents in the field and am very willing to continue learning and help others learn in the process
  • I am very confident and capable of helping any customer in any situation

Dispatcher

Ohio State Highway Patrol
Ravenna, US
12.2010 - 02.2021
  • I am a Field Trainer at the Ravenna post of the Ohio State Highway Patrol
  • I have many daily jobs and duties and I am responsible for training all of the new hires

Clerk/Cashier

Giant Eagle, Inc.
Boardman, US
08.2008 - 03.2010
  • I worked as a clerk and cashier for Giant Eagle for nearly 2 years
  • I was responsible for assisting the public in any way that I could

Education

High school or equivalent - Information Technology

Boardman High School
Youngstown, OH
06.2007

Skills

  • Data Entry
  • Customer relationship building
  • Financial product sales
  • Account performance reviews
  • Regulatory compliance
  • Investment strategies
  • Financial reporting
  • Life insurance
  • Retirement planning
  • Account retention
  • Portfolio management
  • Computer Operation
  • Insurance Sales
  • Cold Calling
  • Sales
  • Telemarketing
  • Negotiation
  • Risk management
  • Financial markets
  • Debt management

Certification

  • Driver's License
  • Microsoft Office Specialist, 07/01/07, Present
  • Series 6, Present
  • Series 63, Present
  • Life & Health Insurance License, Present
  • Insurance Producer License, Present
  • FINRA License, Present

Timeline

Financial Services Representative

MassMutual
08.2024 - Current

Registered Representative

Western & Southern Life
11.2022 - 08.2024

Licensed Insurance Agent

TRANZACT
04.2021 - 10.2022

Dispatcher

Ohio State Highway Patrol
12.2010 - 02.2021

Clerk/Cashier

Giant Eagle, Inc.
08.2008 - 03.2010

High school or equivalent - Information Technology

Boardman High School
Ryan Orosz