Experience

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  Transamerica Agency Network, Inc.

  • Manager of TAN Professional Development

    • Sep 2014 - Present

    Account Management Cultivate sales relationships with agents. Worked closely with key internal leadership teams to build plans for growing sales and recruits.  Assisted producers in marketing and placing new business and cross-selling to current customers. Built and maintained strong, long-la...

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  REM Iowa

  • Linn County

  • Program Coordinator

    • Mar 2011 - Sep 2014
    • Linn County

    • Directly supervised staff, requiring competent and effective hiring, training, scheduling, communication, and performance management.• Implemented effective Individual Service Plans for clients.

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  City State Bank

  • Central City, IA

  • Personal Banker

    • Sep 2008 - Apr 2010
    • Central City, IA

    • Used consultative selling techniques, analyzed and provided solutions for clients' financial needs • Proactively sought out current and potential clients for sales and customer service opportunities through calling activities and use of marketing resources • Researched customer inquiries an...

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  Northwestern Mutual

  • Hiawatha, IA

  • Financial Representative

    • Mar 2006 - Sep 2008
    • Hiawatha, IA

    • Successfully ran and operated my own business while building an impressive customer base with determined telephone calling and selling techniques.• Conducted financial needs analysis and recommended appropriate products to meet clients’ needs.• Delivered informational sales presentations to pot...