Search Resume Examples

MassMutual - Managing Associate Resume Example

Customize this Resume
Olivia Sanchez
XXXXX XXXXXX XXXX XXX , Phoenix , MD 21131 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXX
Professional Summary
Skills
  • Active Listening
  • Speaking
  • Sales and Marketing
  • Critical Thinking
  • Time Management
  • Active Learning
  • Customer and Personal Service
  • Complex Problem Solving
  • Administration and Management
Experience
Managing Associate 11/2014 to Present
MassMutual Rockville, MD
Recruiting and screening experienced financial professionals to work in off-site offices. To train when necessary and to assist on joint appointments.
Registered Representative and Insurance Broker 09/2013 to 11/2014
Self Employed Phoenix, MD
During this period, I moved my Securities registration to AXA Advisors and decided to pursued building my insurance book of  business (ie. LTC, DI, Life, Health, fixed Annuities and Voluntary Benefits). 
Managing Associate 11/2010 to 09/2013
John Hancock Financial Network Towson, MD
I recruited, trained and managed a team of Financial Representatives as well as my own personal production for Individual and Small Business financial Planning. This included such business as Long-term Care Insurance (Individual, Group and Multi-life), Disability Insurance (Group, Multi-life and Individual), Life Insurance (Term, Whole Life, UL, Indexed and Variable Life with complex strategies such as Define Benefit Plans, funding Buy/Sell Agreements, Split-Dollar / Reverse Split-Dollar, BOLI, COLI,Estate Planning and Trusts, Fundraising and Gifts). In addition, I trained and individually produced Annuities (Variable, Fixed and Indexed) for Individual Retirement, Charitable Gift and 403B Retirement Plans.
With respect to Securities, I opened and managed Individual Investment / Retirement Accounts, SEPs, SIMPLEs, 401k and Trusts.
In addition, I was responsible for conducting presentations and seminars for both large and small groups in each of the aforementioned disciplines.  
Managing Associate/ Financial Representative 04/2001 to 11/2010
New England Financial / Chesapeake Financial Group Hunt Valley, MD
I recruited, trained and managed a team of 15 Financial Representatives as well as my own personal production for Individual and Small Business Financial Planning. This included such business as Long-term Care Insurance (Individual, Group and Multi-life), Disability Insurance (Group, Multi-life and Individual), Life Insurance (Term, Whole Life, UL, Indexed and Variable Life with complex strategies such as Define Benefit Plans, funding Buy/Sell Agreements, Split-Dollar / Reverse Split- Dollar, BOLI, COLI, Estate Planning and Trusts, Fundraising and Gifts). In addition, I trained and individually produced Annuities (Variable, Fixed and Indexed) for Individual Retirement, Charitable Gift and 403B Retirement Plans.
With respect to Securities, I opened and managed Individual Investment / Retirement Accounts, SEPs, SIMPLEs, 401k and Trusts.
In addition, I was responsible for conducting presentations and seminars for both large and small groups in each of the aforementioned disciplines.  
Managing Associate / Financial Representative 06/1996 to 04/2001
John Hancock Mutual Life Insurance Company Lutherville, MD
I recruited, trained, managed a team of Financial Representatives as well as my own personal production for Individual and Small Business financial Planning. This included such business as Long-term Care Insurance (Individual, Group and Multi-life), Disability Insurance (Group, Multi-life and Individual), Life Insurance (Term, Whole Life, UL, Indexed and Variable Life with complex strategies such as Define Benefit Plans, funding Buy/Sell Agreements, Split-Dollar / Reverse Split-Dollar, Estate Planning and Trusts, Fundraising and Gifts). In addition, I trained and individually produced Annuities (Variable, Fixed and Indexed) for Individual Retirement, Charitable Gift and 403B Retirement Plans.
With respect to Securities, I opened and managed Individual Investment / Retirement Accounts, SEPs, SIMPLEs, 401k and Trusts.
  In addition, I was responsible for doing presentations and seminars for both small and large groups in each of the aforementioned disciplines.  
Professional Musician 01/1987 to 07/1996
Self Baltimore, MD
Vocalist, guitarist, bassist and keyboard player for various musical groups performing private, corporate and public venues.
Education
10 left credits for Degree: Marketing Jun 1991 The University of Georgia - Athens, GA I began my higher education at Augusta State University in 1985 with no particular major. I excelled in my academics so that I could transfer to the University Of Georgia Terry College Of Business in  1987.
Love this resume? Customize this Resume

Resume Details

This is a real resume for a Managing Associate in Phoenix, Maryland with experience working for such companies as Massmutual, Self Employed, John Hancock Financial Network. This is one of the hundreds of Managing Associate resumes available on our site for free. Use these resumes as templates to get help creating the best Managing Associate resume.

Previous Companies:

  • MassMutual
  • Self Employed
  • John Hancock Financial Network

Previous Job Positions:

  • Managing Associate
  • Registered Representative and Insurance Broker
  • Financial Representative
  • Professional Musician

Schools:

  • The University of Georgia

Level of Education:

  • 10 left credits for Degree

The Easiest Way to Create a Professional Resume.

Create a job-winning resume in minutes.

create your resume

Similar Resumes

View More

Academic Advisor

Edgemont, ILLINOIS

Companies Worked For:

St Louis Community College, Saint Louis University...

Manager Cost Account...

Hubbard, Ohio

Companies Worked For:

RTI International Metals, Inc, Schroedel, Scullin...

Independent Stylist

Hercules, California

Companies Worked For:

JOCKEY PERSON TO PERSON, RGS ENERGY, AVON PRODUCTS...

Vice President

Cedar Park, Texas

Companies Worked For:

Bank of the Ozarks formerly OMNIBANK NA, Universit...

Financial Representa...

Johnson City, New York

Companies Worked For:

Elmira Business Institute, West Asset Management,...

Financial Representa...

Fircrest, Washington

Companies Worked For:

COUNTRY Financial, JPMorgan Chase, Washington Mutu...

Sales

San Leandro, California

Companies Worked For:

Devry Education Group, Corinthian College, Inc, No...

Closing Department M...

Colonia, New Jersey

Companies Worked For:

First Choice Loan Services, Inc, WorldWide Financi...

Get Started on Your Job-winning Resume Today!

Get all the help you need to create a professional resume in minutes. Includes thousands of pre-written examples for hundreds of jobs.

create your resume
Get Started on Your Job-winning Resume Today!