Stephen Shea
Peabody,MA
Summary
Dedicated Financial Services Representative with expertise in financial analysis, client relationship management, and risk assessment. Proven ability to enhance customer service practices and conduct insightful financial discussions. Prior to Financial Services, many years of Corporate Experience.
Overview
17
17
years of professional experience
2
2
Certifications
Work History
Financial Services Representative
Life Solutions Group
Danvers, MA
03.2013 - Current
- Facilitated client understanding of financial products and services offered.
- Collaborated with team members to improve customer service practices.
- Maintained accurate client records using financial management software.
- Conducted financial discussions with clients and prospects to identify needs and recommend solutions.
Financial Services Representative
New York Life
Andover, Massachusetts
04.2009 - 03.2013
- Cold-called potential clients to promote financial products and services.
- Educated customers on various offerings within company's portfolio.
- Assisted clients in grasping complex financial concepts and instruments.
- Provided accurate information on fees, commissions, and regulations governing financial services.
Education
MBA - Finance
Babson College
Wellesley Hills, MA05-1985
Bachelor of Science - Economics
College of The Holy Cross
Worcester, MA05-1982
Skills
- Financial analysis
- Client relationship management
- Risk assessment
- Financial regulations knowledge
- Customer service improvement
- Product knowledge
Certification
LUTCF
Accomplishments
Million Dollar Round Table
Timeline
Financial Services Representative
Life Solutions Group
03.2013 - Current
Financial Services Representative
New York Life
04.2009 - 03.2013
MBA - Finance
Babson College
Bachelor of Science - Economics
College of The Holy Cross