Kelly Juckem
Appleton,WI
Summary
Dedicated engineering student with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges. Forward-thinking and hungry to take on new challenges while working cooperatively within team environments. Mechanical computer competencies include AutoCAD and Solid works.
Overview
15
15
years of professional experience
3
3
Certifications
Work History
Licensed Realtor
Coldwell Banker
Appleton, WI
01.2020 - 07.2021
- Documented customer information, interactions and relationships using multiple CRM systems.
- Wrote contracts to outline sales and purchases of properties.
- Generated additional 37 million dollars in home sales revenue by converting for sale by owner sellers, average for sale by owner conversion per agent is under 1.2 million
- Coordinated appointments with buyers, sellers and other realtors to show buyers prospective homes.
- Wrote listings detailing and highlighting property features to increase sales chances.
- Discussed financial options with clients and provided informed suggestions
- Negotiated with finance companies for optimal financing opportunities for clients
- Remained informed on financial, economic and housing conditions to accurately predict trends affecting current and future housing market
- Increased home sales through persuasion, negotiation and closing prowess.
- Liaised between agents, buyers and sellers to establish favorable prices and negotiate contract terms.
Financial Sales Representative
Thrivent Financial
Appleton, WI
01.2011 - 04.2019
- Quickly developed client relationships through trust and integrity
- Designated team subject matter expert for client documentation in Salesforce CRM system
- Consistently outperformed top tier quarterly sales metrics while maintaining quality customer satisfaction
- Maintained impressive 68% close ratio 3 years in a row compared to team average of 32%
- Consistently maintained highest customer callback rate of 26% on cold calls, second highest on team was 11%
- Sold insurance products including life insurance, long term care insurance and disability insurance
- Identified and solicited sales prospects with benefit increase options available on existing policies
- Generated additional sales revenue with retirement and college investment vehicles through sales lead generation program
- Negotiated premiums and terms of contract based on client's best interest suitability
- Accurately explained existing customer products making it easy for clients to understand their accounts
- Trained new team members on processes
- Coached sales team on creative and effective sales tactics; contributing to organizations overarching sales strategy
- Top preforming contributor to most profitable team in the department, generating 1-year sales growth of over 60%
- Implemented six sigma process improvements to eliminate waste for effective team sales strategy and improve customer satisfaction and increase repeat business.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Customer Service Representative
THRIVENT FINANCIAL (KELLY SERVICES 4 YEARS)
Appleton, WI
09.2005 - 01.2011
- Provided swift resolution to questions and concerns, defusing uneasy situations, while staying within compliance and quality guidelines, maintaining top performance rating on customer quality assurance
- Exceeded expectations retaining 96% of accounts considering cancellation in 2011, 84% of clients still hold contracts as of 2019
- Bridged the gap between members and financial representatives by connecting them in a meaningful way
- Investigated clients inquiries, complaints and technical problems, troubleshooting proactively and positively
- Mentored and trained incoming customer service professionals for multiple departments
- Maintained customer satisfaction with forward-thinking strategies focusing on addressing customer needs and resolving concerns.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Education
Engineering Mechanics
University of Wisconsin Oshkosh
Fox ValleyInsurance, Securities And Exchange Licensing - Investments And Securities
Kaplan Career Institute
OnlineHigh School Diploma -
Weyauwega High School
Weyauwega, WI06.2000
Skills
- Exceptional written and verbal communication
- Quick learner
- Client Relations
- Analytical and Logical Thinking
- Problem Solving
- Superior Spatial Reasoning
- Creative Problem Solving
- Salesforce CRM
Certification
- Licensed Realtor- February 2020 to present
- Securities Licensing - Securities 6 and 63 - NPR # 16428368 - Licensed in 47 States - 2014 - 2020
- Insurance Licensing - Life, Health and Accidental Death Licensing - NPR #16428368 - Licensed in 47 State - 2011-2020
Additional Information
- Volunteered for Lifest, a Christian Music Festival for over a decade
- Actively involved in Habitat for Humanity, Volunteering with Thrivent Builds World Wide
- Participated in volunteer Church activities
- Child advocate for foster children in the foster care system
- Support and volunteer for local homeless shelters
- Volunteer with the Special Olympics, Athletics Division
- Volunteered with Thrivent's Live Generously volunteer program
- Personal Philanthropy
Timeline
Licensed Realtor
Coldwell Banker
01.2020 - 07.2021
Financial Sales Representative
Thrivent Financial
01.2011 - 04.2019
Customer Service Representative
THRIVENT FINANCIAL (KELLY SERVICES 4 YEARS)
09.2005 - 01.2011
Engineering Mechanics
University of Wisconsin Oshkosh
Insurance, Securities And Exchange Licensing - Investments And Securities
Kaplan Career Institute
High School Diploma -
Weyauwega High School