Zachary Cole
Charleston
Summary
Dynamic Financial Services Representative with a proven track record at MassMutual, adept at enhancing client satisfaction and retention through exceptional customer relationship management. Licensed in Life and Health, I excel in cash management and thrive in fast-paced environments, consistently achieving sales targets while fostering long-term client relationships. Working to achieve series 7 and series 66 license to enhance my career.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Representative
MassMutual
10.2025 - Current
- Assisted clients in understanding financial products and services to meet personal goals.
- Participated in training sessions to improve knowledge of financial products and enhance service skills.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Account Manager
State Farm
05.2025 - 08.2025
- Assisted in developing account strategies to enhance customer satisfaction and retention rates.
- Maintained accurate records of client interactions using CRM software for effective tracking.
- Executed onboarding processes for new clients, ensuring thorough understanding of services offered.
- Adapted quickly to changing priorities, demonstrating flexibility in managing multiple accounts effectively.
Dough Prep Worker
Martins Potato Rolls
06.2024 - 09.2024
- Prepared dough by following standardized recipes and ingredient specifications.
- Operated mixing and shaping equipment to produce consistent dough quality.
- Maintained cleanliness and organization of workstations in compliance with safety standards.
- Assisted in inventory management by tracking ingredient supplies and reporting shortages.
Intern
Wells Fargo Advisors
06.2023 - 08.2023
- Assisted in data entry and management within internal systems.
- Supported team members in organizing project materials and resources.
- Conducted research to gather relevant information for ongoing projects.
- Helped prepare presentations and reports for stakeholder meetings.
- Supported Advisers with onboarding of new clients
Education
Bachelor of Science - Business Administration
Shepherd University
Shepherdstown, WV04-2025
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Licensed to sell Life and Health
- Licensed to sell Property and Causality
- Obtained SIE from FINRA
Certification
- Life insurance license
- Health insurance license
- Property insurance license
- Causality insurance license
- Passed SIE exam
Timeline
Financial Services Representative
MassMutual
10.2025 - Current
Account Manager
State Farm
05.2025 - 08.2025
Dough Prep Worker
Martins Potato Rolls
06.2024 - 09.2024
Intern
Wells Fargo Advisors
06.2023 - 08.2023
Bachelor of Science - Business Administration
Shepherd University