TEAGAN JACKETT
Summary
Finance graduate with experience in financial services, client support, and relationship management. Skilled at identifying client needs, explaining financial solutions, and delivering personalized service. Passed the SIE and Series 6 exams and eager to expand investment knowledge and build a long-term career in financial services.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Financial Services Professional
New York Life Insurance Company
Charleston, SC
05.2026 - Current
- Assessed individuals' and families' financial priorities, providing tailored solutions for insurance protection, retirement planning, and college funding.
- Established client relationships through prospecting, referrals, networking, and consistent follow-up to enhance client engagement.
- Coordinated client follow-ups and application steps, ensuring careful management of personal and financial information.
- Built relationships with local business owners to create referral opportunities for clients. with local business owners and community contacts to identify opportunities to support clients.
Summer Sales Intern
Bear Cognition
Charleston, SC
05.2025 - 07.2025
- Tracked client interactions in HubSpot and conducted outbound calls, achieving daily outreach goals consistently.
- Qualified inbound leads and routed prospects to sales team
- Supported sales outreach with cold emails and follow-up calls
- Researched and qualified prospective leads using market research and CRM tools, contributing to effective sales pipeline development.
- Researched Bear Cognition prospects using CRM and public company profiles
Branch Operations Intern
Republic Finance
Charleston, SC
04.2024 - 07.2024
- Supported loan origination, processing, closings, and funding while protecting client confidentiality.
- Processed weekly loan payments for 100+ customers, ensuring accuracy and timely service to enhance customer satisfaction.
- Contacted delinquent accounts to recover payments and identified opportunities for new accounts.
Education
Bachelor of Science - Finance, Financial Technology
College of Charleston
Charleston, SC05-2026
Skills
- Customer service and support
- Client relationship management
- Active listening
- Verbal and written communication
- Problem solving
- Attention to detail
- Multitasking and prioritization
- Adaptability and coachability
- Microsoft Office Suite
- HubSpot CRM
- Financial analysis and modeling
Certification
FINRA Securities Industry Essentials (SIE) Exam — Passed | FINRA Series 6 Exam — Passed | Life & Health Insurance License
ATHLETICS & INTERESTS
Completed Ironman 70.3 in Wilmington NC
Timeline
Financial Services Professional
New York Life Insurance Company
05.2026 - Current
Summer Sales Intern
Bear Cognition
05.2025 - 07.2025
Branch Operations Intern
Republic Finance
04.2024 - 07.2024
Bachelor of Science - Finance, Financial Technology
College of Charleston