Trey Suggs
Summary
Fully licensed financial professional with solid experience and readiness for this industry. Strong in financial services, risk management, and client relationships. Focused on team collaboration and delivering impactful results. Known for adaptability, reliability, excellent communication and sales skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Representative
State Farm
08.2025 - Current
- Achieved Honor Club status for year 2025
- Assisted clients with product inquiries and account management to enhance customer satisfaction.
- Lead sales by implementing a system to achieving goals
- Processed applications and transactions efficiently, ensuring compliance with regulatory standards.
- Led sales team to exceed quarterly targets through strategic planning and execution.
- Developed and implemented training programs for new sales representatives, enhancing onboarding efficiency.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
Financial Advisor
Equitable Advisors
Fort Worth, TX
01.2025 - 08.2025
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Led workshops on financial literacy, increasing client engagement and knowledge base.
Investment Specialist Trainee
Merrill Lynch
Fort Worth, TX
08.2024 - 12.2024
- Enrolled in licensing track
- Obtained Series 7 General Securities license
- Collaborated with team to solve problems and create solutions
State Farm Insurance Account Intern
State Farm
Pine Bluff, AR
08.2023 - 12.2023
- Developed and maintained relationships with existing clients to ensure customer satisfaction.
- Generated new sales leads through cold calling and networking activities.
- Conducted market research to identify potential customers and their needs.
Sales Representative
Trotter Toyota
09.2022 - 12.2023
- Increased sales by offering advice on purchases and promoting additional products.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Trained and mentored new sales representatives.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Packout Leader
Tyson Foods
06.2022 - 09.2022
- Trained staff members on conducting events and following safety procedures.
Sales Associate
Dollar Tree
12.2020 - 01.2022
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
Insurance Broker
Symmetry Financial Group
04.2020 - 10.2020
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sales Representative
Vector Marketing Company
03.2020 - 07.2020
- Increased sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Trained and mentored new sales representatives.
Lifeguard
Swim Chicago Southland
05.2019 - 08.2019
- Monitored safety of guests in and around the swimming pool.
- Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.
- Maximized customer satisfaction by greeting pool patrons with courtesy and resolving issues promptly.
- Attentively monitored swimmers to identify distress.
- Checked pool and surrounding areas for hazardous conditions.
- Prevents falls near and into the pool by calmly reminding patrons to exercise caution around edges.
- Checked water readings regularly to keep chemicals at safe levels and avoid potential illnesses among patrons.
Education
Finance
University of Arkansas At Pine Bluff
Skills
- Teamwork and Collaboration
- Customer and Service-Oriented
- Program Activities
- Computer Proficiency
- Friendly, Positive Attitude
- Sales Proficiency
- Strategic Account Development and Management
- Sales Expertise
- Time management
- Goal oriented
- Relationship building
Certification
- Life and Health Insurance Producer
- Property and Casualty Insurance Producer
- SIE (Securities Industry essentials)
- Series 7
- Series 66
Timeline
Licensed Representative
State Farm
08.2025 - Current
Financial Advisor
Equitable Advisors
01.2025 - 08.2025
Investment Specialist Trainee
Merrill Lynch
08.2024 - 12.2024
State Farm Insurance Account Intern
State Farm
08.2023 - 12.2023
Sales Representative
Trotter Toyota
09.2022 - 12.2023
Packout Leader
Tyson Foods
06.2022 - 09.2022
Sales Associate
Dollar Tree
12.2020 - 01.2022
Insurance Broker
Symmetry Financial Group
04.2020 - 10.2020
Sales Representative
Vector Marketing Company
03.2020 - 07.2020
Lifeguard
Swim Chicago Southland
05.2019 - 08.2019
Finance
University of Arkansas At Pine Bluff