Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
Education and Training
Generic

Shaun J. Huggins

Financial Sales and Customer Relations
Colorado Springs,CO

Summary

Meticulous sales professional with expertise in financial management and client counseling. Evaluates client's assets and risk tolerances to inform strategies and increase revenue. History of helping clients reach financial goals.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Licensed Life Insurance Advisor

Amplify Life Insurance
12.2024 - Current
  • Simplified complex insurance concepts for clients, fostering trust and confidence in their decision-making abilities.
  • Increased client satisfaction by providing personalized life insurance advice and guidance.
  • Analyzed clients'' financial needs to recommend suitable life insurance products and coverage amounts.
  • Educated clients on insurance policies and procedures.
  • Maintained high standards of customer service by building relationships with clients.

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.
  • Actively participated in networking events as well as community activities such as homebuyer seminars or workshops in order to increase visibility within the industry.
  • Monitored progress of transactions from start-to-finish including staying abreast of any changes or issues that arose during the process.
  • Utilized advanced technology tools such as online marketing platforms or customer relationship management software systems in order facilitate efficient workflow processes.

Screening Specialist

SelectQuote
06.2021 - 04.2024
  • 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
07.2019 - 06.2021
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Term Life, Whole Life, Universal Life, Final Expense, and Medicare Insurance Sales.
  • Responded to customer inquiries and problems to promote great service.
  • Exceeded company sales goals for new policies.
  • Ensured compliance with all federal, state, and 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
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.

Senior Financial Sales Manager

Fidelity Investments
09.2013 - 12.2016
  • 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 the sales force toward achieving desired results.
  • 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.
  • Managed a team of financial advisors, providing guidance on performance issues as needed.

Financial Advisor

Fidelity Investments
09.2005 - 09.2013
  • Responsible for building and managing a book of business valued at over $500 million and more than 400 individual households.
  • 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, and philanthropy.
  • Managed relationships with outside vendors, such as attorneys and 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, NH

Skills

  • 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

Screening Specialist

SelectQuote
06.2021 - 04.2024

Licensed Insurance Agent

SelectQuote
07.2019 - 06.2021

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

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Shaun J. HugginsFinancial Sales and Customer Relations
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