Joni Klinge-West
District Leader at Primerica Financial Services, Inc.- Claim this Profile
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Topline Score
Bio
Credentials
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Series 63
FINRAJan, 2019- Oct, 2024 -
Series 6
FINRAAug, 2018- Oct, 2024 -
Wisconsin Notary Public
State Of WisconsinMar, 2009- Oct, 2024 -
Certified Professional, Life and Health Insurance Program (CPLHI)
State of WisconsinMar, 2018- Oct, 2024 -
Advanced Emergency Medical Technician (AEMT)
State of WisconsinMay, 2013- Oct, 2024
Experience
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Primerica Financial Services, Inc.
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United States
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Financial Services
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100 - 200 Employee
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District Leader
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Feb 2018 - Present
• FINRA and SEC registered Broker/Dealer • Originates Traditional and Roth IRA accounts • Efficient in 401k rollovers and referrals for Managed Accounts • Structures startup of Emergency funds, Mutual Funds, and retirement planning • Maintains customer accounts and relationships including but not limited to cancellations, maintenance, additions, buys, sells, trades and exchanges. • Implements new business through community outreach and networking • FINRA and SEC registered Broker/Dealer • Originates Traditional and Roth IRA accounts • Efficient in 401k rollovers and referrals for Managed Accounts • Structures startup of Emergency funds, Mutual Funds, and retirement planning • Maintains customer accounts and relationships including but not limited to cancellations, maintenance, additions, buys, sells, trades and exchanges. • Implements new business through community outreach and networking
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Training & Infections Control Officer
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Jul 2016 - Present
• Respond in timely fashion to all emergency pages • Teaches EMS principles and skills to all EMS providers and new students • Certify personnel in life saving skills and practices • Complete documentation for WARDS • Comply with all State/Federal regulations • Wisconsin EMS Instuctor I certified • Communicates with local law enforcement and dispatch • Completes radio reports and verbal reports with receiving hospitals • American Heart Association BLS Instructor certificate holder Show less
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Wilton Ambulance Service
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United States
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Hospitals and Health Care
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AEMT
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Apr 2013 - Apr 2020
• Responds in timely fashion to all emergency pages • Completes documentation for WARDS • Complies with all State/Federal regulations • EVOC course completed • Communicates with local law enforcement and dispatch • Completes radio reports and verbal reports with receiving hospitals • American Heart Association CPR certificate holder • Responds in timely fashion to all emergency pages • Completes documentation for WARDS • Complies with all State/Federal regulations • EVOC course completed • Communicates with local law enforcement and dispatch • Completes radio reports and verbal reports with receiving hospitals • American Heart Association CPR certificate holder
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Western Technical College
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Higher Education
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1 - 100 Employee
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Teaching Assistant
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Jan 2014 - Feb 2018
• Teaches EMS principles and skills to all EMS providers and new students • Certify personnel in life saving skills and practices • Comply with all State/Federal regulations • Teaches EMS principles and skills to all EMS providers and new students • Certify personnel in life saving skills and practices • Comply with all State/Federal regulations
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Camp Douglas Rescue
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Advanced EMT
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Jul 2015 - Feb 2017
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Martin's Bulk Milk Service
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United States
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Freight and Package Transportation
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Dispatch
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Dec 2013 - Nov 2014
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Ammunition Accountant/Financial Counselor
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Nov 2011 - Dec 2013
• Ammunition Clerk and support to all units training on installation • SAASMOD operator and TAMIS POC operator for Ft. McCoy • Ensures that all work complies with all appropriate Logistics regulations and procedures • Key control administrator to all buildings that fall under TISB • Coordinates with units on issuing and clearing of buildings and ammunition • Tracks all buildings, ammunition, expendable inventory, and unit laundry usage • Completes and submits work orders for building issues • Prepares monthly tracking reports and data compilation and submission to higher-level management Show less
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District Manager/Financial Service Specialist/Personal Banker
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Mar 2009 - Nov 2011
• Develops member loyalty and improves member’s financial position • Educated individuals on money management and developed responsible budgets • Credit counseling services • Facilitated debt management services and goals with members • Completes account maintenance, account opening, trust documentation • Aids and underwrites consumer loans and home equities • Uncovers opportunities for member’s through mining of credit reports • Maintained techniques to motivate members to change their lives and finances • Motivates other employees to meet their individual goals • Coached and developed Member Service Representatives on sales techniques • Strives to build quality relationships with customers • Educated individuals on money management • Helped customers reach their financial goals by working with partners to plan for their future • Maintains consistent sales goals (top 10 in the district for all quarters of employment) • Completes account maintenance, account opening and closings and trust documentation • Consistent seller-behind-the-teller • Motivates other employees to meet their individual goals • Coached and developed tellers for promotion through new sales techniques • Maintaining excellent customer service • Top 5 teller consistently resulting in promotion • Performed accurate customer transactions (i.e. deposits, withdrawals, payments, purchases, etc.) • Completed organized compliance related logs and paperwork • Served as a liaison between the customer and personal banker Show less
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Education
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University of Wisconsin-Milwaukee
Bachelor of Arts, Organizational Administration -
Western Technical College - Company
Advanced EMT -
Western Technical College
EMT-Basic, Emergency Care Attendant (EMT Ambulance) -
University of Wisconsin Colleges
Associates of Arts and Science, Accounting -
Kickapoo High School
High School Diploma