Taylor Marquardt, MBA
Sales Team Lead at Krause Financial- Claim this Profile
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Bio
Credentials
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Accounting Assistant Technical Diploma
Northeast Wisconsin Technical College
Experience
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Krause Financial
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United States
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Financial Services
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1 - 100 Employee
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Sales Team Lead
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Jan 2022 - Present
As Sales Team Lead, I work with attorneys to develop suitable Medicaid Complaint Annuity plans for their clients. I help calculate the plan, process the annuity application and work with different insurance companies to ensure everything is done in a timely manner. I also develop internal educational materials and assist the Sales leadership team.
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Benefits Planner
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Jan 2018 - Jan 2022
As a Benefits Planner, I work closely with attorneys to develop crisis Medicaid plans for their clients. With the use of Medicaid Compliant Annuities and other insurance products, I am able to help their clients accelerate Medicaid eligibility and provide relief from the financial hardship of long-term care.
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BMO U.S.
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United States
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Banking
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700 & Above Employee
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Retail Relationship Banker
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May 2016 - Jan 2018
As a Retail Relationship Banker, I provided professional sales and service to each and every customer. I identified customers needs and matched those needs with appropriate products. Building customer relationships is very important to me, to fully understand my client's financial goals. I also provided support for the service team.
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Senior Service Representative
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Apr 2015 - Jun 2016
As a Senior Service Representative, I provided customers with efficient service on the teller line. I recognized opportunities to sell certain products to our customers. Making sure that BMO is meeting all of my customer's financial needs is very important to me. I worked closely with other Service Representatives to motivate each other and work as a team.
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Woodman's Food Markets
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United States
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Retail Groceries
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400 - 500 Employee
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Cashier
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Feb 2011 - Jun 2016
At Woodmans I was responsible for accurate transactions including scans, pricing codes and money handling. I also provided exceptional customer service. At Woodmans I was responsible for accurate transactions including scans, pricing codes and money handling. I also provided exceptional customer service.
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Chase
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United States
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Financial Services
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700 & Above Employee
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Customer Service Representative
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Jul 2013 - Apr 2015
At Chase I was responsible for providing outstanding customer service, running accurate transactions including withdrawals, deposits, transfers and payments. I worked closely with my co-workers to provide the best services for our customers and provided all the information needed to leave the customer happy with their experience. At Chase I was responsible for providing outstanding customer service, running accurate transactions including withdrawals, deposits, transfers and payments. I worked closely with my co-workers to provide the best services for our customers and provided all the information needed to leave the customer happy with their experience.
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Northeast Wisconsin Technical College
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United States
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Higher Education
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700 & Above Employee
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Math Tutor
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Aug 2012 - Dec 2013
I assisted students in the classroom and in the math lab, with algebra related classes. I worked closely with each student to find solutions to their math questions. I also tutored students individually. I assisted students in the classroom and in the math lab, with algebra related classes. I worked closely with each student to find solutions to their math questions. I also tutored students individually.
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Sales Representative
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Jan 2012 - Sep 2013
At Style Exchange, my responsibilities included assisting customers with finding merchandise, accurately processing orders and working with my team to keep organized. At Style Exchange, my responsibilities included assisting customers with finding merchandise, accurately processing orders and working with my team to keep organized.
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Education
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2016 - 2018
Columbia Southern University
Bachelor’s Degree, Business, Finance -
2019 - 2021
Columbia Southern University
Master of Business Administration - MBA -
2012 - 2015
Northeast Wisconsin Technical College
Associate's degree, Business Administration and Management, General
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