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Primerica Financial Services - Regional Leader Resume Example

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Layla Ross
XX XXXXXXXX XXX , Des Moines , IA 50315
Professional Summary

Accomplished and energetic individual with a solid history of achievement in the insurance, securities and mortgage industries.
Motivated leader with strong organizational and prioritization abilities. Areas of expertise include managementsales, team building  and customer service.

  • Active Licenses -
  • Life Insurance
  • Securities Series 6 and 63
  • Mortgage Originating
  • Critical Thinking
  • Complex Problem Solving
  • Time Management
  • Negotiation
Regional Leader Apr 2013Present Primerica Financial Services Urbandale , Ia
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients.
  • Offer advice on the purchase or sale of particular securities.
  • Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
  • Contact prospective customers to determine customer needs, present information, or explain available services.
  • Prepare documents needed to implement plans selected by clients.
Mortgage Broker Feb 2012Apr 2013 Academy Mortgage Urbandale , Ia
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
Loan Adjuster Oct 2009Feb 2012 Wells Fargo West des Moines , Ia
  • Confer with underwriters to resolve mortgage application problems.
  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
  • Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
  • Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
  • Arrange for maintenance or liquidation of delinquent properties.
High School Diploma May 1991 Hoover High School Des Moines , Ia
Associate of Science : Surgical Technologies / Nursing Jul 1993 U.S Army School Of Health Sciences San Antonio , Tx
Jan 2002 William Penn University West Des Moines , Ia
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Resume Details

This is a real resume for a Regional Leader in Des Moines, Iowa with experience working for such companies as Primerica Financial Services, Academy Mortgage, Wells Fargo. This is one of the hundreds of Regional Leader resumes available on our site for free. Use these resumes as templates to get help creating the best Regional Leader resume.

Previous Companies:

  • Primerica Financial Services
  • Academy Mortgage
  • Wells Fargo

Previous Job Positions:

  • Regional Leader
  • Mortgage Broker
  • Loan Adjuster


  • Hoover High School
  • U.S Army School Of Health Sciences
  • William Penn University

Level of Education:

  • High School Diploma
  • Associate of Science

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