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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLEEMAIL AVAILABLEEngaged customer and sales representative with over 20 years in insurance and finance industry. Seeking to utilize my skills and creative thinking abilities within a company that allows professional growth and development.QUALIFICATIONS SUMMARYFantastic team player with excellent leadership skills and creative flairSelf-Motivated individual with desire to further enhance and develop other skillsFast learner with the ability to master new concepts quicklyExcellent computer competency with proficiency in multiple office programsBilingual - Native English speaker and conversational in SpanishPhenomenal phone skills and ability to build relationships with clientsEDUCATIONElmira College- Elmira, NYBachelor of Arts, Communications, 1992CETIFICATIONS / LICENSESeries 6, 7, 63NC Life, Health & Medicare InsuranceWORK EXPERIENCECombined Insurance Charlotte, N.C.Sales Coordinator 10/19 3/20Generate sales by meeting with prospective and existing clientsMeet production and activity standardsParticipate in company meetingsAccuracy recruit prospects and service new and existing customers with supplemental life and disability productsCarolinas Panthers Charlotte, N.CGuest Services Representative 8/2016 10/19Provide upscale guest service experiences for clients throughout the football gameEnsure clients are properly greeted upon arrivalEnsure special guests receive personalized servicesGoHealth Charlotte, N.C.Annual Enrollment Representative 02/19 07/19Handle inbound and outbound medical inquiries to effectively sell life insurance plans and products via phone to customers (no cold calling)Guide consumers through the health insurance policy selection and application process and serve as subject matter expert for health insurance enrollmentsComply with Federal CMS and State legal requirements and standardsDrive continuous improvement throughout the sales floor, raising opportunities for improvement to managementCreech Financial LLC Charlotte, NCFinancial Advisor Assistant 07/16 04/18Complete & process incoming client service request in a friendly, warm mannerAssist producing advisors in designing financial strategies by preparing case files, retirement analysis, social security analysis, risk analysis reports and other documentation for client and prospect meetingsPerform client reviews to assist current clients with annuities, life insurance, and managed moneyMaintain an organized, compliant, and efficient filing systemFollow-up on pending business and servicing requests and contact client with status updatesGather account values and complete client review summary for upcoming appointmentsAssist Financial advisor with all aspects of conducting and managing employers clients book of business.LPL Financial Charlotte, NCInternal Investment Representative 11/2012 05/2016Provide exceptional customer service to Financial Advisors, their assistants and LPL internal business partners as it relates to annuity purchases and operationsTroubleshoot system issues and offer solutions for timely order entryWork with internal and external business partners to ensure effective problem resolutionMaintain high-level knowledge of regulatory requirements surrounding annuity industry.Research complex situations, set customer expectations, and define the actions necessary to resolve the situationWork with RIA financial advisors to assume ownership of any inquires and see it through to a timely resolution.Communicate with internal departments to improve processes and timely processing.Direct phone contact with specifically assigned RIA financial advisors per requested point of contact for high net worth advisors.Credit & Collections Auto Loan Specialist Charlotte, NCWells Fargo Dealer Services 06/2008 04/2012 Decide & negotiate credit decisions for prospective car loans. Negotiate credit decisions for existing car loan extensions. Negotiate acceptable and punctual car loan repayments Responsible for making sound quality decisions on collateral recovery. Build key contacts relationships with internal and external credit managers. |
