Sheila McCoy
Chicago,IL
Summary
Results-driven Financial Services Consultant recognized for high productivity and efficient task completion. Skilled in financial analysis, risk management, and strategic planning. Excel in communication, problem-solving, and adaptability, ensuring successful client relationships and project outcomes. Committed to delivering comprehensive financial solutions with precision and professionalism.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Services Consultant
New York Life Insurance Co
Chicago, IL
10.2017 - Current
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Utilized financial planning software to model scenarios and forecast financial outcomes for clients.
- Stayed up-to-date on marketplace trends and researched items in detail.
- Prospected and partnered with interested parties to develop investment plans and served as financial management advisor.
- Developed solutions to meet market gaps and drive company sales.
- Advised clients on the selection of stocks, bonds, annuities, mutual funds, real estate investments, and other securities.
- Analyzed customer requirements and recommended efficient investment products.
- Utilized CRM systems to track client interactions, transactions, and progress towards financial goals.
- Identified opportunities for cross-selling additional products or services.
- Managed many policy renewals each year.
- Made appointments with potential clients to discuss products.
Manager
Have A Heart Homecare Service
Chicago Height, IL
06.2013 - 09.2017
- Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Reviewed completed work to verify consistency, quality, and conformance.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Ensured compliance with regulatory requirements and industry standards.
Education
Bachelor of Arts - English Literature
University of Illinois At Urbana-Champaign
Champaign, IL05-1994
Skills
- Client confidentiality
- Global market awareness
- Anti-money laundering
- Professional networking
- Financial planning
- Retirement planning
- Asset allocation
- Insurance planning
- Strategic thinking
- Estate planning
- Investment strategies
- Wealth management
Affiliations
- President, Rotary Club of the Southland
- Quality Assurance Representative, Membership committee member for Business Networking International (BNI), Frankfort, Illinois
- Chapter Success Coach, Business Networking International (BNI), Bourbonnais, IL
- Member, Order of the Eastern Star
- Member, Alpha Kappa Alpha Sorority, Inc
- Mary Kay Consultant
Certification
- Registered Representative, SIE, Series 6 and Series 63 since 2022.
References
References available upon request.
Timeline
Financial Services Consultant
New York Life Insurance Co
10.2017 - Current
Manager
Have A Heart Homecare Service
06.2013 - 09.2017
Bachelor of Arts - English Literature
University of Illinois At Urbana-Champaign
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