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.
United States
Greater Tampa Bay Area
Financial Services
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

Small Business Owner
Exceptional Quality LLC
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

Accounting Assistant
J.C.J. SYSTEMAS LTDA
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.
Jean Simoes's Contact Information
Phone
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