kevin bailey resume july 2015
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Kevin N. Bailey8628 South Brit Cir Midvale UT, 84047 • (801) 404-1871 • [email protected]
Work ExperienceeHealth Insurance 1 YearMedicare Sales Rep
o Assisted customers in making Medicare healthcare decisions by determining eligibility, reviewing the importance of doctors and medications, and carefully matching customers with the appropriate products and services
o Was licensed and appoint to sale Medicare healthcare products with about twenty different insurance companies
o Achieved the highest conversion rate of new employees on my team the first month out of trainingo Sold Medicare Supplements and Medicare Advantage Plans
E*TRADE Securities 1 YearFinancial Services Representative
o Provided excellent customer service and follow up to E*TRADE brokerage clients via email and phoneo Processed stock, options, and mutual fund trades for brokerage clientso Competent in explaining and processing complex option strategy trades such as, Spreads, Iron Condors,
Butterflies o Engaged customers to offer investment consultant services resulting in acquiring nearly five million in
additional assets in one montho Appropriately researched and resolved problems relating to customer accounts and inquiries
Discover Financial Services 5 YearsSection Leader - Discover Bank Operations
o Co-supervised multiple bank operations teams of approximately 20 Account Mangers that serviced and setup Certificate of Deposit Accounts, Money Market Accounts, Individual Retirement Accounts, and Online Savings Accounts
o Coached and developed each Senior Account Manager to succeed in the acquisitions of new accounts and to provide customer service to existing clients.
o Played an important role in helping Discover Financial Services transfer all Discover Bank Deposit Product operations to the Lake Park center in Utah
Senior Credit Analyst - New Accounts o Processed credit card application efficiently and with a high level of quality while working on the Fraud Team,
Multiprocess team and other specialty teams. Bailey Management LLC 5 YearsOwner/Manager
o Created and organized the company to handle property management transactionso Manage all receipt of rents and accounts payable for the property unitso Created marketing and advertising material for the property
EducationBachelors of Science in Economics and Political Science Expected Graduation May 2016University of Utah Salt Lake City, UT
Associates of Science 2005Utah Valley State University Orem, UT
Additional Experienceo Private Tutoring for the FINRA Series 7 examo Extensive experience trading and studying equity options, good understanding of technical analysis
Licenseso Life & Health Insurance License in 27 States
QUALIFICATION HIGHLIGHTS Health & Life Insurance
License in 27 States Previously held series 7 and
63 security licenses Medicare Sales Experience
o Previously held FINRA Series 7 & 63 Securities Licenses