Jean Simoes

Jean Simoes

Financial Professional Insurance Sales Representative @ Bankers Life

About

As a licensed financial professional with Banker Life, I help individuals and families plan for a secure and confident financial future. I work closely with clients to: Navigate retirement planning, Social Security and Medicare options Understand and choose the right life insurance and annuity solutions Protect their financial well-being for themselves and their loved ones Build strategies for long-term financial security and peace of mind My approach is centered on education, transparency, and personalized guidance, empowering clients to make informed decisions about their finances. I believe that retirement isn’t just about stopping work; it’s about creating opportunities to live life fully and confidently.

Country

United States

City

Greater Tampa Bay Area

Industry

Financial Services

Skill

Strategy, Financial Advisory, Vendor Management, Quality Control, OSHA Compliance, Analytical Skills, QuickBooks, Teamwork, Cross-functional Team Leadership, Accounting, Economic Data Analysis, Technical Analysis, Fundamental Analysis, Sentiment Analysis, Project Management, Customer Communication, Business Ownership, Bilingual Communications

Experience

Bankers Life

Financial Professional Insurance Sales Representative

Bankers Life

LinkedIn
2026-1 - Present · 9 mos
Exceptional Quality LLC

Small Business Owner

Exceptional Quality LLC

2019-1 - Present · 7 yrs 9 mos

Greater Orlando, Florida, United States

Responsible for full financial management, including budgeting, forecasting, accounting, and business planning. Manage all operational decisions, including planning, cost estimation, materials procurement, scheduling, client communication, job execution and quality control. Oversee subcontractors and coordinate with supervisors and clients. Ensure all work meets strict industry and company quality standards. Achieved a 31% growth in profit for 2025 YTD. Conduct on-site measurements, layout design, and technical installation work with high precision and attention to detail. Implement workflow improvements that reduce job time, increased productivity, and improved customer satisfaction. Maintain strong relationships with contractors

J.C.J. SYSTEMAS LTDA

Accounting Assistant

J.C.J. SYSTEMAS LTDA

2013-1 - 2016-1 · 3 yrs 1 mo

Curitiba, Paraná, Brazil

Assisted in maintaining accurate financial records and performing daily bookkeeping tasks. Processed accounts payable and receivable, including invoice entry and reconciliation. Supported month-end and year-end closing activities. Prepared and organized financial documents for audits and internal reporting. Collaborated with accountants to ensure compliance with accounting standards and company policies. Monitored and reconciled bank statements, expenses, and petty cash transactions. Assisted in payroll processing and tax document preparation. Delivered documents and performed errands to support office operations.

Education

Unigran EAD

Unigran EAD

LinkedIn

Economics

2023-1 - 2026-12 · 4 yrs

Jean Simoes's Contact Information

Email

******@***.com

Phone

(**) *** ****

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