Aaliyah Dill
Inman,SC
Summary
Dynamic Trusted Advisor with extensive experience at Blue Cross and Blue Shield, excelling in client relationship management and strategic financial planning. Proven ability to enhance customer satisfaction through effective communication and problem-solving skills, while successfully guiding clients to achieve their financial goals. Adept at analyzing market trends to inform tailored solutions.
Meticulous professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Insightful Trusted Advisor known for high productivity and efficient task completion. Possess specialized skills in strategic planning, risk management, and client relationship building. Excel in communication, problem-solving, and adaptability, ensuring robust consultation and guidance for clients across various industries.
Astute professional in financial advising, known for high productivity and efficient task completion. Possess specialized skills in investment strategy, tax planning, and risk management. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed client expectations consistently.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Trusted Advisor
Blue Cross and Blue Shield of California
Colorado Springs, CO
11.2022 - 11.2023
- Monitored client portfolios and provided regular updates on performance and changes in the market.
- Developed strategies to help clients achieve their short-term and long-term goals.
- Assisted clients in understanding complex financial concepts, such as taxes and retirement planning.
- Consulted with clients to assess their current financial situation and future objectives.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Recommended strategies to clients to help achieve financial goals.
- Provided comprehensive advice and guidance to clients on a variety of financial topics.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
- Maintained confidentiality of sensitive client information at all times.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Helped educate customers about product features, benefits, pricing structures and risks involved.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Trusted Advisor
Blue Cross And Blue Shield Of South Carolina
Columbia, SC
02.2020 - 11.2022
- Monitored client portfolios and provided regular updates on performance and changes in the market.
- Developed strategies to help clients achieve their short-term and long-term goals.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
- Maintained confidentiality of sensitive client information at all times.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Helped educate customers about product features, benefits, pricing structures and risks involved.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Researched competitive products available in the marketplace.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Reviewed existing policies, procedures and regulations to ensure compliance with relevant laws.
- Assessed client risk tolerance to determine appropriate products and services.
- Managed client relationships by responding promptly to inquiries or requests for information.
- Maintained up-to-date knowledge of new products, services and industry trends.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
Sales Coordinator
Cabellas TPUSA
Columbia, South
11.2019 - 04.2020
- Input customer data into system, updating information regularly with changes to buying habits.
- Generated leads through cold calling, networking, referrals and other methods.
- Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Developed and maintained relationships with new and existing clients to increase sales revenue.
- Developed key customer relationships to increase sales.
Tool Room Attendant
Home Depot
Columbia, SC
01.2018 - 01.2020
- Organized special projects such as inventory counts or cycle counts of stored items as needed.
- Created labels for products with information such as part numbers, expiration dates or lot codes.
- Sourced replacement parts for defective components found during inspections of returned items.
- Practiced safe and secure loading methods to avoid damaging tools and materials.
- Greeted customers, provided assistance and answered questions about tool room products.
- Repaired, serviced and lubricated tools and equipment with spray gun or pressurized spray can.
- Assisted in the development of new processes for receiving, storing, tracking and issuing tools efficiently.
- Repaired tools and improved tooling performance with skilled use of shop grinders and other tools.
- Inspected tools to ensure they met safety requirements before issuing them out to customers.
- Adhered to company procedures related to hazardous materials handling, waste disposal and environmental regulations.
- Analyzed customer feedback reports regarding quality control issues related to specific tooling operations.
- Checked in returned tools from customers against original paperwork to verify condition prior to restocking.
- Kept records of all incoming and outgoing tool room equipment through a computerized system.
- Prepared work orders for customer requests, retrieved items from storage areas or other departments as needed.
- Issued tools and equipment to workers, maintaining records of tools and equipment issued and returned on computer.
- Maintained an organized and clean workspace, stocked shelves with inventory and monitored stock levels.
- Trained new employees on safe operation of machinery used in the tool room environment.
- Performed periodic maintenance on tools, checked for accuracy of parts and ensured proper functioning.
Wait Staff Member
Hooters
Columbia, SC
12.2018 - 03.2019
- Followed all safety procedures when handling hot plates or sharp objects.
- Resolved customer complaints in a professional manner in order to maintain a positive atmosphere.
- Developed rapport with guests and assisted in generating repeat business by providing exceptional customer service.
- Implemented sanitary food handling, holding and service protocols.
- Ensured that all orders were taken correctly and in a timely manner.
- Served food and beverages to patrons and confirmed complete orders.
- Greeted newly seated guests promptly, filled water glasses and brought bread to table.
- Trained new employees to perform duties.
- Explained menu items, describing ingredients and cooking methods upon request.
- Complied with health department regulations regarding sanitation standards when handling food items.
Education
Master of Real Estate Development - Agent
Real Estate University
Spartanburg, SC06-2024
Some college - Radiology
South University
Columbia, SC03.2019
High school diploma -
Fort Zumwalt West High School
O'Fallon, MO08.2011
Skills
- Customer service
- HIPAA
- Cold calling
- Sales
- Telemarketing
- Analysis skills
- Market research
- Client relationship management
- Effective communication
- Time management
- Collaboration
- Motivation techniques
- Trust building
- Negotiation
- Strategic thinking
- Influencing others
- Long-term care planning
- Reliability
- Problem-solving abilities
- Critical thinking
Certification
- Claims Trained, 10/01/23, Present
- Driver's License, 12/01/21, 12/01/29
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Trusted Advisor
Blue Cross and Blue Shield of California
11.2022 - 11.2023
Trusted Advisor
Blue Cross And Blue Shield Of South Carolina
02.2020 - 11.2022
Sales Coordinator
Cabellas TPUSA
11.2019 - 04.2020
Wait Staff Member
Hooters
12.2018 - 03.2019
Tool Room Attendant
Home Depot
01.2018 - 01.2020
Master of Real Estate Development - Agent
Real Estate University
Some college - Radiology
South University
High school diploma -
Fort Zumwalt West High School