Adam Sciuto
Myrtle Beach
Summary
Experienced financial professional with active licenses including SIE, Series 7, Series 63, and South Carolina Life, Accident, & Health Producer. Known for top-level communication and interpersonal skills, with a proven ability to organize and lead marketing campaigns and client acquisition strategies that drive growth and engagement.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
The Auto Club Group - AAA
09.2025 - Current
- Develop customized life insurance plans to meet diverse client needs.
- Conduct comprehensive policy reviews to ensure compliance with industry regulations.
- Educate clients on coverage options and benefits, enhancing understanding and satisfaction.
- Retain up-to-date industry knowledge for accurate, well-informed customer interactions.
Virtual Financial Advisor
Thrivent Financial
12.2023 - 04.2024
- Developed personalized financial plans to meet clients' specific goals and needs.
- Conducted comprehensive risk assessments to optimize clients' investment strategies.
- Guided clients in retirement planning, insurance products, and wealth management options.
Retirement Consultant
Empower Financial Group
04.2023 - 07.2023
- Conducted in-depth analysis of client portfolios to identify optimization opportunities.
- Specialized in 401(k), IRA, annuities, and deferred compensation plans
Equity Options Trader
Self-Employed
01.2021 - 04.2023
- Analyzed market trends to identify profitable options trading opportunities.
- Monitored portfolio performance, adjusting positions to optimize returns and manage risk.
- Developed and executed trading strategies based on risk assessment and market analysis.
Client Services Specialist
TD Ameritrade
10.2008 - 01.2021
- Oversaw daily branch operations and supported executive staff
- Delivered exceptional customer service to enhance client satisfaction and retention.
- Resolved client inquiries efficiently using comprehensive knowledge of financial products and services.
- Managed high-volume client interactions while maintaining accuracy and attention to detail.
- Assisted with the development of marketing materials targeting prospective clients, showcasing the value of our company''s services.
- Coordinated off-site events and sourced new investment opportunities
Mortgage Loan Officer
Assured Lending Corp./Cendant Mortgage
07.2001 - 09.2008
- Evaluated borrower creditworthiness using advanced underwriting software and financial analysis tools.
- Guided clients through mortgage processes, enhancing understanding of terms and conditions.
- Originated and managed mortgage loan applications, ensuring compliance with regulatory standards.
- Acted as account executive on wholesale side with lender partnerships
Education
No Degree - Banking And Finance
Sacred Heart University
Fairfield, CTSkills
- Client education
- Retirement planning
- Wealth management
- Investment strategies
- Client relationship management
- Financial product knowledge
- High-volume client interactions
- Data analysis tools
- Upselling strategies
- Lead prospecting
- Strong interpersonal skills
- Financial needs assessment
Accomplishments
Several employee of the week/month awards
Numerous client recognitions for high-level service
Regular bonuses for achieving/surpassing sales goals
Certification
- Securities Industry Essentials (SIE) – FINRA
- Series 7 – FINRA
- Series 63 – FINRA
- South Carolina Life Producer License
Timeline
Life Insurance Agent
The Auto Club Group - AAA
09.2025 - Current
Virtual Financial Advisor
Thrivent Financial
12.2023 - 04.2024
Retirement Consultant
Empower Financial Group
04.2023 - 07.2023
Equity Options Trader
Self-Employed
01.2021 - 04.2023
Client Services Specialist
TD Ameritrade
10.2008 - 01.2021
Mortgage Loan Officer
Assured Lending Corp./Cendant Mortgage
07.2001 - 09.2008
No Degree - Banking And Finance
Sacred Heart University