Senior Financial Analyst

• Jul 2020 - Present

Financial Analyst

• Dec 2016 - Jul 2020

Metrics Consultant

• Dec 2015 - Nov 2016

• Act as the sole resource for all initiatives relating to the agency CRM system: SmartOffice• Actively pursue ways to maximize capabilities of system to increase efficiencies in various capacities, such as business segmentation, client interaction and data analysis• Frequently troubleshoot numerous technical and user issues• Provide training for new and existing users to system; conduct large sessions when desired• Create reports through SmartOffice and MS Excel which analyze the book of business of an advisor or the firm, resulting in prospective sales and improvements in client service• Manipulate large data sets in MS Excel through use of advanced formulas and features, with a focus on continuously expanding knowledge of the program• Manage agency lead generation programs in order to drive sales growth and identify new opportunities whilst maintaining accountability standards Show less

Financial Planning Coordinator

• Jun 2014 - Dec 2015

• Create and maintain financial planning proposals and other materials to best aid financial representatives in their planning process with clients (main topics: business succession, retirement, estate planning, education, etc.)• Develop customized pieces comparing various life insurance products and their strength as investment vehicles• Run illustrations for new and inforce MetLife life insurance products/policies• Personally ensure timely completion & compliance approval of all work for over 50 representatives • Manage all urgent requests from representatives while maintaining at least 48-hour turnaround time guidelines for all work completed Show less

Sales Associate

• Jun 2012 - Aug 2013

• Demonstrated exceptional selling skills resulting in Platinum store sales level (highest level achievable in regards to money earned by store) • Achieved top sales for multiple weeks of August and remained top contributor • Demonstrated exceptional selling skills resulting in Platinum store sales level (highest level achievable in regards to money earned by store) • Achieved top sales for multiple weeks of August and remained top contributor

Electronics Sales Associate

• May 2009 - Jan 2011

• Provided efficient customer service resulting in electronics department having highest sales across store on numerous occasions • Provided efficient customer service resulting in electronics department having highest sales across store on numerous occasions