Developed and presented retirement and risk management modules

Forecasted annuities and other financial products

Organization of clients financial wants and needs

The Future Financial Group Financial Consultant

WORK EXPERIENCE

Aug. 2014 - Sept. 2015

Project management and assisting in client events

Excelled at time management and meeting of deadlines

Assisted clients in reaching financial goals

June 2014 - Aug. 2014

Healthcare Service Group Account/Marketing Manager

First Investors Financial Representative

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Sept. 2015 - Present

Marketed services to future clients including hospitals and rehab facilities

Produced a marketing training guide used district wide

Presented business and marketing strategy to upper management and Vice President