Customer Support Advocate

• Apr 2021 - Present

Customer Support Advisor

• Aug 2020 - Present

Photographer

• May 2019 - Present

Educator

• Jun 2019 - Aug 2020

Relationship Manager

• Apr 2018 - Feb 2019

New Business Coordinator

• Nov 2016 - Apr 2018

Act as liaison to producers and carriers on behalf of the firm in all matters of new business by supporting case management, underwriting, and contracting teams. Manage and coordinate all new business received by the firm, to ensure it is processed as efficiently as possible by the right team. This includes initial checks for business being In Good Order, ensuring licensing and contracting is handled appropriately, and special needs per case basis are addressed. Serve as support to underwriting team by assisting with medical record ordering and interpretation. Handle correspondence for the firm, ensuring time sensitive matters are dealt with urgently.

Associate, Brokerage Services Rep

• Aug 2015 - Nov 2016

Administer the appropriate procedures to satisfy client needs using high-level computer applications and financial knowledge Offer a consultative approach to advising clients on their retirement planning and other financial goals by promoting savings, advisory products and probing for outside assets Effectively position Investor Development Team by providing leads on call opportunities for new business, while demonstrating success with a high conversion ratio Handle escalated client issues and needs by presenting solutions to help deescalate unsatisfied participants and turn them into Schwab promotors Perform outstanding client service on a dependable basis with an average participant satisfaction score of over 98.2% for all of 2016 Abide by all financial industry morals, ethics, and regulations to offer products and services to clients on a case by case basis Demonstrate leadership by being a subject matter expert on training material for new hires while providing growth through side by side coaching Foster a strong team oriented environment through team recognition exercises while maintaining self-managed independency Represent teammates on the Engagement Committee by serving as a floor leader to unite coworkers Exhibit a consistent track record of unparalleled quality and accuracy, receiving commendation from management for an extended period of no quality incidents

Leadership Coach

• Jan 2011 - Oct 2015

Facilitate the open communication in members through their self-realization and physical journey. This to include both difficulties and achievements. Suggest and sell dietary products according to member needs and goals via demonstrations and personal testimonies. Continually grow meeting size by 2 percent each week, and grow product sales by 4 percent each week. Develop and maintain relationships with members and local community to achieve their weight loss goals with a coach and teammate mentality that translates to the large group setting. Plan, market, and administer the activities as I see fit to support the group I facilitate.

New Business Representative

• Jul 2013 - Jul 2015

Provided superior office management support while acting as a case manager for my agent's new business. Handled initial and downstream accounting functions, and offered minor technology support to agents. Coordinated with medical vendors and underwriters to manage new business for our agents. Synthesized data to produce daily reports on new business metrics. Assisted with the recruiting and onboarding of new financial professionals. Provided exceptional customer service to agents, partners, and their clients while maintaining a professional environment in the sales office.

Sales Represenative (Leadership and Development team)

• Jun 2012 - Jun 2013

Met and exceeded sales quota based on 52 metrics. Monitored and executed daily operational duties such as store openings, store closings, and cash handling. Conducted inventory counts by resolving discrepancies and maintaining West Area standards. Assisted in merchandising responsibilities to include ordering products and marketing materials. Coordinated the sales floor with the current advertised products and services and corresponding demo units. Met and exceeded sales quota based on 52 metrics. Monitored and executed daily operational duties such as store openings, store closings, and cash handling. Conducted inventory counts by resolving discrepancies and maintaining West Area standards. Assisted in merchandising responsibilities to include ordering products and marketing materials. Coordinated the sales floor with the current advertised products and services and corresponding demo units.