Connor Sheridon

Financial Professional @New York Life

Provide outstanding client service to small business owners and individuals, answering calls and emails, coordinating with clients and underwriting to ensure timely project timelines • Use Salesforce to assist in client presentations, direct marketing through email, build client profiles, create nests • Conduct quarterly check-ins with clients to strengthen relationships and ensure data is up to date • Prepare illustrations across insurance and investment vehicles to present to clients and educate, ensuring the solution fits the clients’ needs and goals, coordinate with advanced planning group and support teams • Print, email, and hand deliver policies to clients, educating on underwriting and approval process • Coordinate with tax and legal experts to plan and host estate planning seminars