Open to opportunities

Jashandeep Pabla

@jashandeeppabla

Message

Results-driven financial professional specializing in wealth management, financial planning, and cli

United States

Message

What I'm looking for

I seek a client-facing financial or insurance role where I can apply financial planning, market research, and compliance skills, mentor teammates, and grow into advisory responsibilities within a collaborative, client-centered firm.

I am a detail-oriented, results-driven financial professional pursuing an MBA with experience in wealth management, financial planning, market research, and client engagement. I combine analytical rigor with a consultative approach to develop tailored financial solutions while ensuring regulatory adherence.

At Globe Life I was promoted to full-time insurance agent in my second week after exceeding onboarding expectations, and I hold licenses to sell life, accident, and health insurance in multiple states. I coordinate compliance and regulatory review processes, prepare client meeting materials, mentor new agents, and leverage market research and data analysis to support investment recommendations and product positioning.

Experience

Work history, roles, and key accomplishments

Current

Life Insurance Agent

Current

Globe Life American Income Division

May 2025 - Present (3 months)

Promoted to Full Time within two weeks for exceeding onboarding expectations and demonstrating leadership. Licensed to sell life, accident, and health insurance in Massachusetts, Texas, Delaware, and Ohio; educate clients on supplemental union-negotiated benefits and mentor new agents.

Client Relationship Management Mentorship Communication Skills