Shaun J. Huggins
Financial Sales and Customer Relations
Colorado Springs,CO
Summary
Finance professional prepared to bring in-depth knowledge of sales strategies and financial products to new role. Known for building strong client relationships and providing tailored financial solutions. Highly collaborative team player focused on achieving results and adapting to evolving market demands.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Licensed Life Insurance Advisor
Amplify Life Insurance
12.2024 - Current
- Analyzed client needs to recommend tailored life insurance solutions.
- Developed and maintained strong relationships with clients to ensure satisfaction and retention.
Licensed Colorado Real Estate Broker
HomeSmart International
05.2024 - 05.2025
- Drafted real estate contracts, purchase agreements, and closing documents according to state regulations.
- Collaborated with other agents or brokers at my firm on joint deals involving multiple parties which required excellent communication skills along with strong organizational abilities.
- Facilitated property transactions by developing and maintaining client relationships.
Licensed Insurance Agent and Screening Specialist
SelectQuote
07.2019 - 04.2024
- Reviewed resumes, conducted phone screens, and managed candidate pipelines.
- Conducted initial phone screens and coordinated interview schedules with hiring managers.
- Educated clients on insurance products to meet individual needs.
- Developed customized insurance plans based on thorough client assessments.
Financial Advisor
Fidelity Investments
12.2016 - 09.2017
- Responsible for building and managing a book of business valued at over $700 million and more than 500 individual households.
- 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.
Consulting Grant Writer
Sugar Volunteers
04.2018 - 05.2019
- Developed grant proposals aligned with organizational goals and funding requirements.
- Conducted comprehensive research to identify potential funding sources and opportunities.
- Collaborated with stakeholders to gather information for proposal development and submission.
- Edited and refined proposals for clarity, coherence, and adherence to guidelines.
Senior Financial Sales Manager
Fidelity Investments
09.2013 - 12.2016
- Supported sales team members to drive growth and development.
- Resolved customer complaints regarding sales and service.
- Coached, motivated, and developed a team of direct and indirect reports to achieve their 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.
Financial Advisor
Fidelity Investments
09.2005 - 09.2013
- Developed customized financial plans for diverse client portfolios, enhancing investment strategies and risk management.
- Analyzed market trends and economic data to provide informed investment recommendations to clients.
Education
Business Administration
University of New Hampshire
Durham, NHSkills
- Time Management
- Client Retention
- Effective Communication
- Professionalism
- Customer Relations
- Relationship Building
- Problem-solving abilities
- Experience in leadership
- Adaptability
- Process Improvement
- Sales Development
- Account Acquisition
Accomplishments
- 7 time Screening Specialist of the Month Recipient.
- 2 time Screening Specialist of the Quarter Recipient.
- Shining Star Recipient for 2008.
- JAX Aspire Regional Lead – December 2015 – November 2016.
- Excellence in Action Recipient for 2016.
- #1 Nationally Ranked Team in both CEI and Total Team Rank for 2014-2015.
- Recipient of “Coach of the Quarter” twice in 2015.
- Established the PAS JAX COTM-MTM Ambassador Committee to promote functional participation (Call of The Month-Moments That Matter).
- Completed the PI Front Line Leaders Program (2013 Cohort).
- Completed the Jacksonville 2013–2014 Leadership Development Program.
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)
Timeline
Licensed Life Insurance Advisor
Amplify Life Insurance
12.2024 - Current
Licensed Colorado Real Estate Broker
HomeSmart International
05.2024 - 05.2025
Licensed Insurance Agent and Screening Specialist
SelectQuote
07.2019 - 04.2024
Consulting Grant Writer
Sugar Volunteers
04.2018 - 05.2019
Financial Advisor
Fidelity Investments
12.2016 - 09.2017
Senior Financial Sales Manager
Fidelity Investments
09.2013 - 12.2016
Financial Advisor
Fidelity Investments
09.2005 - 09.2013
Business Administration
University of New Hampshire
Education and Training
other