Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Shannon S. Smith

Hoffman Estates,IL

Summary

Highly educated, dedicated, detail-oriented, hard-working, and an trusted advisor with experience as a Financial Professional at a reputable company. Active Life, Accidental, & Health Producer License in Illinois and Florida. Skilled in educating clients on Financial Planning and Retirement in a way that can easily be understood. Great at building trust and relationships due to excellent communication skills, helpfulness, empathy, kindness, and eagerness to understand what one needs.

Overview

3
3
years of professional experience
1
1
Certification

Work History

CNA

Clipboard Health
05.2022 - Current
  • Enhanced patient satisfaction by providing compassionate and attentive care.
  • Reduced patient stress levels through effective communication and active listening skills.
  • Provided emotional support for patients during challenging times, fostering a positive healing environment.
  • Maintained confidentiality of patient information according to HIPAA guidelines while communicating effectively with team members about critical updates.

Financial Professional

New York Life Insurance Co
05.2021 - 07.2022
  • Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
  • Streamlined the application process for clients, ensuring timely submission and approval of life insurance policies.
  • Conducted comprehensive risk assessments to determine appropriate coverage levels and premium pricing for clients.
  • Educated clients on the importance of life insurance as part of their overall financial planning strategy.
  • Exceeded sales targets consistently, contributing to the overall success of the agency or firm.
  • Provided exceptional customer service, addressing client concerns promptly and professionally.
  • Maintained high standards of customer service by building relationships with clients.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Analyzed customer needs to provide customized insurance solutions.

Education

MBA -

Capella University
Minneapolis, MN
02.2020

Bachelor of Healthcare Management - Gerontology Management

American InterContinental University
Schaumburg, IL
08.2017

Skills

  • Maintaining confidentiality
  • Compassionate communication
  • Insurance decisions
  • Insurance sales
  • Financial Services
  • Relationship building and management
  • Salesforce
  • Financial Goal Planning
  • Adaptability
  • Active Listening
  • Financial Advising
  • Pipeline Management

Accomplishments

    Graduated MBA program with Honors. Earned a Career Life Success Award from New York Life Insurance, Co for achieving a minimum of 18 paid cases within 0-3 months. Had 24 paid cases with some pending in the pipeline by the end of the 3rd month of selling. Was accepted in an Accelerated Fast Track Program at NYL to become Partner due to education credentials and high level of sales success in a short time working in Financial Services.

Certification

  • CNA - Certified Nurse Assistant
  • Life, Accidental, & Health License - 01/31/2023-01/31/2025

Timeline

CNA

Clipboard Health
05.2022 - Current

Financial Professional

New York Life Insurance Co
05.2021 - 07.2022

MBA -

Capella University

Bachelor of Healthcare Management - Gerontology Management

American InterContinental University

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Shannon S. Smith