Joni Klinge-West

District Leader at Primerica Financial Services, Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Elroy, Wisconsin, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Series 63
    FINRA
    Jan, 2019
    - Oct, 2024
  • Series 6
    FINRA
    Aug, 2018
    - Oct, 2024
  • Wisconsin Notary Public
    State Of Wisconsin
    Mar, 2009
    - Oct, 2024
  • Certified Professional, Life and Health Insurance Program (CPLHI)
    State of Wisconsin
    Mar, 2018
    - Oct, 2024
  • Advanced Emergency Medical Technician (AEMT)
    State of Wisconsin
    May, 2013
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • District Leader
      • 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

    • Training & Infections Control Officer
      • 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

    • United States
    • Hospitals and Health Care
    • AEMT
      • 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

    • Higher Education
    • 1 - 100 Employee
    • Teaching Assistant
      • 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

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Advanced EMT
      • Jul 2015 - Feb 2017
    • United States
    • Freight and Package Transportation
    • Dispatch
      • Dec 2013 - Nov 2014
    • Ammunition Accountant/Financial Counselor
      • 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

    • District Manager/Financial Service Specialist/Personal Banker
      • 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

Education

  • University of Wisconsin-Milwaukee
    Bachelor of Arts, Organizational Administration
    2007 - 2010
  • Western Technical College - Company
    Advanced EMT
    2015 - 2015
  • Western Technical College
    EMT-Basic, Emergency Care Attendant (EMT Ambulance)
    2013 - 2013
  • University of Wisconsin Colleges
    Associates of Arts and Science, Accounting
    2005 - 2007
  • Kickapoo High School
    High School Diploma
    1996 - 2000

Community

You need to have a working account to view this content. Click here to join now