Jean Gilbert
Irvington,NJ
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life Insurance Co
08.2022 - Current
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
- Delivered informative presentations on various financial topics, educating clients on sound investment practices
- Implemented risk management strategies to minimize potential losses in volatile market conditions
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences
- Collaborated closely with tax professionals to optimize strategies for minimizing tax liabilities
- Participated in continuous professional development programs to stay current with industry trends and best practices
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives
- Collaborated with cross-functional teams to develop innovative financial products tailored to diverse client needs
- Conducted thorough market research to identify lucrative investment opportunities for clients' portfolios
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
Bartender
Oceanos Restaurant
10.2018 - Current
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift
- Performed opening and closing duties, printing sales reports, setting up for incoming shifts, preparing cash drawers, and taking inventory
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation
- Assisted with staff training, sharing expertise in bartending techniques and customer service best practices
- Educated customers on drink options, making personalized recommendations based on preferences or dietary restrictions
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors
Administrative Assistant
MetLife Insurance Company
03.2012 - 03.2013
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships
- Ensured accurate record-keeping with diligent data entry and database management for vital company information
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed
- Scheduled office meetings and client appointments for staff teams
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Education
Bachelor of Science - Finance
Kean University
Union05.2020
Skills
- Insurance Planning
- Anti-Money Laundering
- Retirement planning
- Estate Planning
- Customer Relationship Building
- Financial Services
- Risk Management
- Financial Product Sales
- Life Insurance
- Cost-benefit analysis
- Analytical Thinking
- Risk Mitigation
- Statistical Analysis
- Business Consulting
- GAAP Accounting Standards
Certification
Licensed Life and Health Agent
Additional Information
Seeking Series 6 and 65.
Languages
Haitian-Creole
Timeline
Financial Services Professional
New York Life Insurance Co
08.2022 - Current
Bartender
Oceanos Restaurant
10.2018 - Current
Administrative Assistant
MetLife Insurance Company
03.2012 - 03.2013
Bachelor of Science - Finance
Kean University
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