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Title Material Handler Heavy Equipment
Target Location US-IN-Shelbyville
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  W 1050 NFountaintown, IN Street Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLESummary A motivated individual with more than 19 years of experience in marketing, sales and strategic planning within the financial services industry and operating heavy equipment.Professional Epson America, Inc., Plainfield, IN (11/14/2022-Present)Experience: Material Handler II  Inventory Control SpecialistTake physical inventory of all products (cycle counting) throughout the warehouse.Operates equipment in accordance with safety procedures.Conducts random quality control audits of locations in specific areas.Ensures all compliance requirements and special instructions are met.Performs research on specific products and locations throughout the warehouse.Pull and gather expired products from the racks and place into the appropriate areas.Completes housekeeping duties as assigned.Other duties as assigned.FedEx Express, Indianapolis, IN (06/07/2017  11/13/2022)Material HandlerProvide safe and efficient operation of equipment used for the management of packages/documents/heavyweight packages and dangerous goods.To assist in the buildup/breakdown of pallets containing freight.Serve as liaison between company and ULD repair vendor, as required.Load and unload aircraft and transport via Forklifts, TUGS and any other necessary heavy equipment to be offloaded and stacked tightly into containers using a specific method for safe delivery.Transport sorted freight to the semi-tractor trailers that will be transported to the local sorting facilities across the state and beyond our borders.Marshall in aircraft to its designated gate when departing/arriving from other locations throughout the country.Help train newer associates as they start their new careers.Indiana Public Retirement System, Indianapolis, IN (01/17/2017  05/31/2017)Employer Pension Plan AdministratorResponsible for assisting employers in a multimedia environment who contact the Indiana Public Retirement System.Have an in depth understanding of plan provisions and laws governing the system, including those dealing with computation of retirement, disability and survivor benefits, wage and contribution reporting requirements and systems used.Coordinate and respond both verbally and in writing to resolve all employer and member issues that pertain to any issues related to the administration of their retirement plan.Using history of customer service techniques to deal with a variety of complex and unique situations.FACTS, Inc., Crawfordsville, IN (11/12/2014  12/31/2016)Marketing Director/SalesBuild relationships with investment providers, internal and external wholesalers and other referral sources including Financial Advisors, CPAs and existing clients.Identify opportunities and offer value added solutions for Financial Advisors.Responsible for face to face or phone call sales appointments.Helped organize all plan information into software that is more readily available.Enhanced website with creative new content, graphics and images to create more traffic and overall company appeal.Developed a more efficient quoting process, so Financial Advisors can close business at point of sale.Developed a more effective and streamlines process for the installation of new plans.Resource for Financial Advisors when conducting plan reviews and benchmarking.Palladium Title Services, Carmel, IN (02/01/2014  11/7/2014)Administrative AssistantIn charge of document retention and preservation.Created marketing materials and presentation optionsRecording of deeds and mortgagesGeneral AdministrationAmerican Funds, Indianapolis, IN (07/06/1998 - 01/21/2014)Retirement Plan Specialist (Internal Wholesaler for Ohio)Partnered with an external sales force member to focus on raising and retaining retirement plan assets in Ohio by creating and executing a business plan unique to the territory and its opportunities as well as American Funds Distributors need and increased sales by 25%Accommodated inbound calls and delivered outbound calls to address financial professional needs, identify opportunities, follow up on proposals, and ultimately sell American Funds proprietary solutions.Created a successful model of teamwork in Ohio between all internal and external sales force members.Identified, developed, and participated in multiple training projects for associates in all departments to help further their knowledge and understanding of the retirement plan industry.TPA Relations CoordinatorTPA relationship management.Coordination and delivery of TPA training.Coordinating the Installation and Conversion of Retirement Plans.Handling of escalated service issues.Communication of program updates and enhancements.Soliciting and receipt of input and feedback from TPAs as it relates to American Funds retirement products.Addressing questions from financial professionals. (e.g. compensation, plan education materials, and investment changes.)Recordkeeper Direct Account RepresentativeLiaison between plan sponsor, financial professional & TPA.Initiate retirement plan establishment on recordkeeping system. (e.g. load census, participant allocations, vesting percentages & beneficiary information.)Processed any ongoing maintenance to the plans regarding account balances, loans, distributions, vesting and plan reports.Handled research and resolution to any account/plan discrepancies.Education Eastern Kentucky University, Richmond, KY (1995) B.S. degree in Physical Education. Vincennes University, Vincennes, IN (1993) A.S. degree in Physical Education.

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