Summary
Overview
Work History
Education
Skills
Certification
Awards
References
Community Service
Timeline
Generic

Devine Dunbar

New Orleans

Summary

Dynamic Licensed Life Insurance Agent with a proven track record at Appreciation Financial, achieving over $79,000 in sales. Expert in retirement planning and client relations, leveraging strong communication and problem-solving skills to deliver tailored wealth-building solutions. Committed to excellence and maintaining compliance in a fast-paced environment.

Overview

12
12
years of professional experience
1
1
Certification

Work History

<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul>

Appreciation Financial
Las Vegas
11.2024 - Current
  • Educate clients on wealth-building solutions through Whole Life and IUL policies
  • Provide tailored insurance and retirement planning for individuals, families, and public employees
  • Ranked top-selling agent with over $79,000 in life insurance sales
  • Guide clients on tax-free income strategies, living benefits, and generational wealth transfer
  • Stay current on compliance, underwriting guidelines, and financial product updates
  • Family First Life - Dallas, Texas

<ul> <li>Managed incoming orders through phone, email, and in-person interactions.</li> <li>Ensured accurate and timely communication among kitchen, delivery, and customer service teams.</li> <li>Maintained client satisfaction by providing detail-oriented service and effective problem resolution.</li> <li>Resolved product or service issues for customers regarding their orders.</li> <li>Communicated shipping updates and estimated delivery timeframes to customers.</li> <li>Monitored order processing system for discrepancies and delays in deliveries.</li> <li>Maintained consistent communication with clients throughout ordering process.</li> <li>Generated and emailed invoices for completed orders to customers.</li> </ul>

Dana’s Catering
New Orleans
01.2013 - Current
  • Managed incoming orders through phone, email, and in-person interactions.
  • Ensured accurate and timely communication among kitchen, delivery, and customer service teams.
  • Maintained client satisfaction by providing detail-oriented service and effective problem resolution.
  • Resolved product or service issues for customers regarding their orders.
  • Communicated shipping updates and estimated delivery timeframes to customers.
  • Monitored order processing system for discrepancies and delays in deliveries.
  • Maintained consistent communication with clients throughout ordering process.
  • Generated and emailed invoices for completed orders to customers.

<ul> <li>Provided nurturing care to children, prioritizing safety and developmental support.</li> <li>Maintained a clean and organized play area.</li> <li>Prepared nutritious meals and assisted with schoolwork to promote learning.</li> <li>Organized creative, educational activities to stimulate cognitive growth.</li> <li>Maintained regular communication with parents to align on care needs and routines.</li> </ul>

Private Clients
New Orleans
05.2013 - 10.2023
  • Provided nurturing care to children, prioritizing safety and developmental support.
  • Maintained a clean and organized play area.
  • Prepared nutritious meals and assisted with schoolwork to promote learning.
  • Organized creative, educational activities to stimulate cognitive growth.
  • Maintained regular communication with parents to align on care needs and routines.

<ul><li>Helped customers find products, made recommendations, and processed sales</li><li>Maintained store inventory and created promotional materials to boost engagement</li><li>Provided consistent, high-quality customer service and exceeded weekly sales targets</li></ul>

Crossfaded Liquor, Smoke & Vapor
Houston
05.2021 - 08.2021
  • Helped customers find products, made recommendations, and processed sales
  • Maintained store inventory and created promotional materials to boost engagement
  • Provided consistent, high-quality customer service and exceeded weekly sales targets

Education

Coursework Toward BSN, Nursing Major

01/2024
01-2024

Coursework Toward BSN, Nursing Major

01/2023
01.2023

High School Diploma -

Las Vegas, NV
Las Vegas, NV
01.2020

Skills

  • Professionalism – Trustworthy, driven, and results-focused
  • Problem solving
  • Effective communication
  • Time management
  • Customer assistance and interaction
  • Professionalism – Trustworthy, driven, and results-focused
  • Problem solving
  • Effective communication
  • Time management
  • Customer assistance and interaction

Certification

  • State Life Insurance License – Louisiana & Nevada
  • Errors & Omissions (E&O) Insurance – Active
  • Licensed Agent, Appreciation Financial, Family First Life

Awards

Honor Roll, Student Council Member, College and Career Readiness, Dean’s List

References

References available upon request.

Community Service

Beautifully You Nonprofit Organization, Member & Event Assistant, Mentor teen girls in group homes through motivational and empowerment-focused events, Assist in organizing workshops that build confidence, leadership, and self-worth, Collaborate with nonprofit leadership on impactful, mission-driven activities

Timeline

<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul>

Appreciation Financial
11.2024 - Current

<ul><li>Helped customers find products, made recommendations, and processed sales</li><li>Maintained store inventory and created promotional materials to boost engagement</li><li>Provided consistent, high-quality customer service and exceeded weekly sales targets</li></ul>

Crossfaded Liquor, Smoke & Vapor
05.2021 - 08.2021

<ul> <li>Provided nurturing care to children, prioritizing safety and developmental support.</li> <li>Maintained a clean and organized play area.</li> <li>Prepared nutritious meals and assisted with schoolwork to promote learning.</li> <li>Organized creative, educational activities to stimulate cognitive growth.</li> <li>Maintained regular communication with parents to align on care needs and routines.</li> </ul>

Private Clients
05.2013 - 10.2023

<ul> <li>Managed incoming orders through phone, email, and in-person interactions.</li> <li>Ensured accurate and timely communication among kitchen, delivery, and customer service teams.</li> <li>Maintained client satisfaction by providing detail-oriented service and effective problem resolution.</li> <li>Resolved product or service issues for customers regarding their orders.</li> <li>Communicated shipping updates and estimated delivery timeframes to customers.</li> <li>Monitored order processing system for discrepancies and delays in deliveries.</li> <li>Maintained consistent communication with clients throughout ordering process.</li> <li>Generated and emailed invoices for completed orders to customers.</li> </ul>

Dana’s Catering
01.2013 - Current

Coursework Toward BSN, Nursing Major

01/2024

Coursework Toward BSN, Nursing Major

01/2023

High School Diploma -

Las Vegas, NV
Devine Dunbar