• Insurance licensed in Life, Travel, and Health• Security licensed• Evaluate businesses and individuals on their financial need analysis• Prospected and developed the new business through cold calling and referrals• Consulted businesses and individuals on how to fill the gaps of their existing insurance coverage• Conducted informative business-to-business and one-on-one sales presentations• Filed claims for policyholders and helped retrieve required medical documents

Worked with the Research Operations team members to understand internal and external client experiences and feedback and interpret this into new content distribution strategies. Liaised and worked with with the Instant Insights template team, Barclays Live Publishing team (Docview), and Subscription/Distribution (Mercury) team for assessment and analysis of research projects. Research operations specialist resolving and advising analysts, bankers, sales contacts, compliance, Research Department, Research IT Analytics Team, and Barclays Helpline Desk on the various procedures of the firm.Administered research inquiries support service, which addressed questions from internal clients and external clients. A member of the global team who assists with the non-client entitlement policies, regulatory issues, auditing inquiries, and subscription interests.Knowledgeable with small team management. Coordinated weekly technology distribution meeting. Train Equity and Fixed Income research teams, as well as the salesforce on various applications. Provided self-written handouts manuals.