Primerica - Financial Agent Resume Example

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Caleb Baker
XXXX X XXXXXXXXX XXX XXXX, Burbank, CA 91505
Ph: XXXXXXXXXXXXX
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Professional Summary

Goal-oriented and enthusiastic employee seeker. Able to learn new tasks quickly and proficient in growth. Represent establishment with friendly, professional demeanor at all times.

Skills
  • Customer and Personal Service
  • Writing
  • Time Management
  • Active Learning
  • Team oriented
  • Active Listening
Experience
Financial Agent Nov 2014Present Primerica Burbank, CA
  • Develop prospects from current commercial customers, referral leads, or sales.
  • Make presentations on financial services to groups to attract new clients.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
receptionist May 2010Jun 2011 Law office of Victor Saldana and associates West Covina, CA
  • Schedule appointments and maintain and update appointment calendars.
  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
Education
High School Diploma : general education Jun 2010 Mark Keppel High School Alhambra, CA
General education East Los Angeles College Monterey Park, CA
Marketing Los Angeles Valley College Valley Glen, CA
Community Service

Take away graffiti (T.A.G) community work,2008

Mark Keppel High School mentor program, volunteer,2009-2010 

Languages
English, Spanish
Awards

R.O.P certificate for computer and design, spring 2010

Los Angeles County of education certificate of completion on work ethics 2012

Deans honor list, East Los Angeles college, Spring 2013

Dominion Life center covenant class  Certificate of achievement, 2013

32 hours of code and ethics pre-licensing completion, 2014

California Department of Insurance Life-only License, 2014

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About this resume

Financial Agent FROM Burbank , California RESUME

This is a resume for a Financial Agent in Burbank, California with experience working for such companies as Primerica and Law office of Victor Saldana and associates. The grade for this resume is 0 and is one of hundreds of Financial Agent resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Agent resume.

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School Attended
Mark Keppel High School