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@christianmcelroy
Dedicated financial services professional with strong client-focused skills.
United StatesI am a dedicated and client-focused professional with a robust background in insurance and financial services. My experience includes roles as an Estimator at GEICO and a Financial Services Professional at New York Life, where I developed personalized strategies for retirement planning and overall financial wellness. I pride myself on my strong interpersonal skills and my ability to manage multiple tasks efficiently, always with a commitment to continuous learning.
Throughout my career, I have proven my ability to help clients navigate complex needs with care and professionalism. At USA Wealth Group, I provided dedicated support to clients with assets under management, ensuring smooth account management and compliance in all financial transactions. My hands-on experience in annuities and life insurance products has equipped me with valuable skills in business development, allowing me to expand outreach and build lasting client relationships.
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Work history, roles, and key accomplishments
USA Wealth Group
Jan 2025 - Jun 2025 (5 months)
Provided dedicated support to clients with assets under management (AUM), assisting with fund withdrawals, balance inquiries, and routine administrative tasks to ensure smooth account management. Worked closely with annuity clients to facilitate withdrawals and evaluate strategy adjustments aimed at improving returns.
New York Life
Dec 2023 - Jan 2025 (1 year 1 month)
Met with clients and prospective clients to develop personalized strategies for retirement planning and overall financial wellness. Served a diverse clientele, tailoring solutions to fit each stage of life.
GEICO
Jan 2023 - Nov 2023 (10 months)
Conducted comprehensive damage assessments on vehicles at body shops, salvage yards, and customer residences. Collaborated with repair shops, GEICO claims teams, and policyholders to coordinate timely and accurate repair processes.
Degrees, certifications, and relevant coursework
Bachelor's in General Science, General Science
Activities and societies: Accepted into the National Society of Leadership and Success in freshman year, demonstrating outstanding grades and leadership skills.
Completed a Bachelor's degree in General Science. Gained foundational knowledge across various scientific disciplines.
Software and tools used professionally
United StatesYou can contact Christian and 90k+ other talented remote workers on Himalayas.
Message Christian
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