Shaun J. Huggins
Colorado Springs,CO
Summary
Meticulous professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Screening Specialist
SelectQuote
Colorado Springs , CO
2021.06 - 2024.04
- Reviewed resumes, conducted phone screens, and managed candidate pipelines.
- Conducted initial phone screens and coordinated interview schedules with hiring managers.
- Referred suitable candidates to relevant departments for additional assessment.
- Conducted more than 10,000 interviews that led to the successful hiring of more than 2,000 new employees.
Licensed Insurance Agent
SelectQuote
Jacksonville , FL
2019.07 - 2021.06
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Responded to customer inquiries and problems to promote great service.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Exceeded company sales goals for new policies.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
Financial Advisor
Fidelity Investments
Atlanta , GA
2016.12 - 2017.09
- Counseled clients on how best to use their assets in order to meet their long-term goals.
- Developed retirement strategies tailored to each individual client's needs and objectives.
- Researched potential investments such as stocks, bonds, mutual funds, annuities, and other securities.
- Conducted regular reviews of clients' financial plans to ensure that their goals were being met or adjusted accordingly.
Senior Financial Sales Manager
Fidelity Investments
Jacksonville , FL
2013.09 - 2016.12
- Supported sales team members to drive growth and development.
- Resolved customer complaints promptly while maintaining a high level of professionalism.
- Developed incentive programs designed to motivate sales force toward achieving desired results.
- Resolved customer complaints regarding sales and service.
- Coached, motivated and developed team of direct and indirect reports to achieve full potential and meet business objectives.
- Developed and implemented sales strategies to meet organizational objectives.
- Monitored customer satisfaction levels and responded to feedback in a timely manner.
- Trained staff on financial product knowledge and sales techniques.
- Managed a team of financial advisors providing guidance on performance issues as needed.
Financial Advisor
Fidelity Investments
Boca Raton/Orlando/Jacksonville , FL
2005.09 - 2013.09
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Identified new business opportunities through networking events or referrals from existing clients.
- Implemented asset allocation models designed to maximize returns while minimizing risks.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
- Stayed abreast of financial market trends, regulatory changes, and new investment products and strategies.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Education
Business Administration
University of New Hampshire
Durham, NHSkills
- Quality Assessment
- Time Management
- Effective Communication
- Professionalism
- Customer Relations
- Relationship Building
- Problem-solving abilities
- Experience in leadership
- Adaptability
- Process Improvement
Affiliations
SUGAR VOLUNTEERS - 01/19-02/20
Grant Writer
- Researching, proposing, and submitting financial grant proposals for SUGAR Volunteers - a 501{c}3 organization that supports the causes of other of multiple charitable organizations.
- Organizing and drafting the SUGAR Volunteers weekly newsletter.
- Preparing and writing speeches to be delivered by the organizations founders.
COMMUNITY SERVICE
GR8TODON8 - 12/12–09/13
- Official volunteer and Board Member of the GR8TODON8 annual race committee.
- Promoting, organizing, and planning the annual 5k and 8k run/walk to raise funds to benefit TransLife, the federally designated, organ procurement and tissue donation organization in East Central Florida.
Certification
- Florida Life, Health, and Variable Annuity Insurance (Current)
- Colorado Real Estate Broker (Current)
- Series 66, Series 7, Series 9/10 (Previously Held Licenses)
Accomplishments
- Shining Star recipient for Q3 2008.
- 3.46 TOA (transfer of assets) ratio in 2012 and $70mm in flows (gross).
- JAX Aspire Regional Lead – December 2015 – November 2016.
- Excellence in Action recipient in Q2 of 2016.
- #1 Nationally Ranked Team in both CEI and Total Team Rank in Q2 of 2014 and Q4 of 2015 (9 teams nationally).
- Recipient of “Coach of the Quarter” award in Q2 of 2015.
- Established the PAS JAX COTM-MTM Ambassador Committee to promote functional participation.
- Completed the PI Front Line Leaders Program (Q4 2013 Cohort).
- Completed the Jacksonville 2013 – 2014 Leadership Development Program.
- Responsible for building and managing a book of business valued at over $500 million and more than 400 individual households.
Timeline
Screening Specialist
SelectQuote
2021.06 - 2024.04
Licensed Insurance Agent
SelectQuote
2019.07 - 2021.06
Financial Advisor
Fidelity Investments
2016.12 - 2017.09
Senior Financial Sales Manager
Fidelity Investments
2013.09 - 2016.12
Financial Advisor
Fidelity Investments
2005.09 - 2013.09
Business Administration
University of New Hampshire
- Florida Life, Health, and Variable Annuity Insurance (Current)
- Colorado Real Estate Broker (Current)
- Series 66, Series 7, Series 9/10 (Previously Held Licenses)
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