Quality Assurance

• Jul 2022 - Present

Smart compliances (Short term transactions, long-term transactions ) Compiling correct legislated disclosure notices for financial advisors and sending emails to their clients. Collect sales calls and attach them to transaction recording requested, also attach documents such as Records of advice, Intermediary appointment forms, and policy schedules if needed. Sales Audits (Short term) Listened to financial advisors’ telephone etiquette if they followed the script and mentioned the broker fee on the recorded line. Assisting financial advisors to provide advice to clients with a record of advice that was sent to clients via a Dropbox link. Then I forward the example to smart compliance on Financial Advisor Zone (FAZ) Helped the financial advisors assist the client with cancellations from the previous insurer and ensure there are no double debits from the client’s account. Skills: Analytical Skills · Auditing · Team Building · Leadership · Communication · Coaching · Product Development · Microsoft Excel · Customer Service · Microsoft Office Show less

Quality assurance

• Jan 2022 - Jul 2022

.Correlating QA scores with customer feedback/surveys, .Evaluating agent performance with call center quality assurance, .Completing root cause analysis,Providing coaching and developing plans for learning and skills development, .Enabling regulatory compliance , Driving internal process improvements, Providing information for audit trails, .Driving customer experience improvements, and Track hard and soft gains. .Correlating QA scores with customer feedback/surveys, .Evaluating agent performance with call center quality assurance, .Completing root cause analysis,Providing coaching and developing plans for learning and skills development, .Enabling regulatory compliance , Driving internal process improvements, Providing information for audit trails, .Driving customer experience improvements, and Track hard and soft gains.

Sales Representative

• Mar 2020 - Nov 2020

Sales Representative

• Mar 2019 - Nov 2019

Store Associate

• Nov 2016 - Dec 2018

Duties and Responsibilities: • Greet customers, responding to questions, improving engagement with merchandise, and providing outstanding customer service. • Operate cash registers, managing financial transactions, and balancing drawers. • Direct customers to merchandise within the store. • Maintain an orderly appearance throughout the sales floor. Duties and Responsibilities: • Greet customers, responding to questions, improving engagement with merchandise, and providing outstanding customer service. • Operate cash registers, managing financial transactions, and balancing drawers. • Direct customers to merchandise within the store. • Maintain an orderly appearance throughout the sales floor.