Jason Akinfolarin Email & Phone Number

Newport Beach, Ca

Field incoming phone calls from contract holders, brokers and internal clients regarding all aspects of Pacific Life's variable and fixed annuity products. Provide information regarding product features, contract values, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA/Qualified Plan transfers and rollovers, agent licensing commissions. Provide technical support regarding contract structuring, death benefits/options, taxation, cost basis, investment fund choices and administrative forms. Generate 72(t)(q), Minimum Required Distribution, Annuitization and Producer Plus quotes. Process exchanges between sub accounts and changes to future allocations, and take requests for Rebalancing and Dollar Cost Averaging. Assist clients with telephone redemption's. Assist brokers with sales literature. Make recommendations regarding procedure changes and product/system enhancements. Assist in special projects as needed.

Pacific Palisades

Proofread, edited and filed documents, organized digital and physical document databases, assisted in all trial deposition and exhibit document preparation, processed legal documents with courts, handled postal mail(Sending and Receiving) answered phones, transferred calls, conducted online case and legal research, prepared, filed and distributed daily correspondence, faxed photocopied and scanned documents, ordered and tracked supplies, created travel arrangements & itinerary, provided legal secretaries, clients and associate attorneys as needed, and assisted with occasional local and out of office errands.

Westwood, Los Angeles, Ca

Screened e-mails and phone calls, greeted guests, students , staff and faculty, researched specific information, managed calendars, updated staff directory, ordered and tracked supplies, maintained neat office space, assisted students, staff and faculty as needed.

Westwood, Los Angeles, Ca

Informed incoming freshman as well as transfer students and their families of their admission into the Academic Advancement Summer Program and occasionally of their acceptance into UCLA via telephone and e-mail, assisted students and their families during campus tours and new student orientation days, provided them with all necessary program information.

Rancho Cucamonga, Ca

Acted as liaison between general student body of 18,000+ and academic counseling department where I helped manage counselor schedules, booked assessment tests and new student orientations, occasionally monitored assessment tests, provided students with; counseling, transfer and admission information, followed up with students regarding appointments, monitored office traffic, answered and provided feedback for all student inquiries in person and via telephone.

Bachelor Of Arts (B.A.), Political Science, Afro-American Studies, Anthropology

Activities and Societies: Zeta Beta Tau UCLA Academic Advancement Program UCLA Pathway ProgramAfro-Am w/ Political Science Concentration.

Associate Of Arts (A.A.), Liberal Arts & Sciences

Liberal arts & Sciences