Jacob Longinette Email & Phone Number

Greater St. Louis

Greater St. Louis

• Expanded knowledge of Holistic Financial Planning and products of both insurance and investments through daily client work, advisor collaboration, and training.• Established skills by working with different wealth projecting software for retirement planning such as Wealth Building Cornerstones (WBC) and iRetire by BlackRock.• Communicated with and further built network to facilitate client interaction with in-office team• Advanced personal marketing skills through a variety of professional platforms.

Greater St. Louis Area

• Developed thorough knowledge of Executive Benefits product, GVUL, which requires compliance of FINRA licensing.• Lead and facilitated a national intern collaboration meeting on WebEx to provide statistical and subjective feedback for improvement of the program.• Executed a data administration audit project of 55 cases through the use of MS Excel (VLOOKUPs).• Collaborated with various in-house staff to assist in National Account Operations to better understand the product’s role in the corporation’s global market.• Networked directly across MetLife’s global employee base through WebEx discussions.• Participated in a product strategy meeting with senior MetLife leadership.

Greater St. Louis Area

• Conducted sales and product data analysis primarily through MS Excel.• Developed in sales processing through the utilization of the company’s ERP system.• Worked personally with a wide variety of departments (management, inventory, manufacturing) to foster a well-rounded understanding of successful, small businesses.

Tuscaloosa, Alabama Area

• Transported passengers to their destination quickly and safely.• Performed efficiently to increase the turnover of passengers.• Ensured customer service standards maintained throughout each service.

Greater St. Louis Area

• Assisted patrons in registering for a variety of services and reservations.• Communicated with a wide variety of customers effectively.• Practiced hands-on sales processing with frequent demand constraints.

Bachelor Of Science - Bs, Economics & Finance

Activities and Societies: Alabama Finance Association, Alabama Insurance Society, Culverhouse Real Estate Club, Al's Pals Mentorship.

Education record

Activities and Societies: KEEN (Kids Enjoy Exercise Now), High School Racquetball National Champion (2013, 2015, 2016), Senior Advisor.