Abigail Wallbrown
Deerfield,USA
Summary
Established Account Executive highly effective at working with clients on all levels and backgrounds and resolving customer issues. Engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service.
-Willing to relocate
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Consultant
MassMutual Financial Group
05.2023 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Life Insurance Broker
Final Expense Services
12.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Marketed life insurance products to increase customer bases and revenue.
- Promoted products and services using upselling and other sales strategies.
- Negotiated with customers and insurance companies to secure favorable policy terms.
- Created customer databases to track and manage interactions and sales.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Analyzed feedback to identify areas for improvement and enhance customer experiences.
Life Insurance Agent
American Income Life Insurance Company
09.2021 - 04.2022
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted products and services using upselling and other sales strategies.
- Increased sales of life insurance products through tactical customer outreach.
Operations Executive
Deerfield Ag Services
05.2009 - 09.2021
- Collaborated on operational support tasks to achieve common goal.
- Efficiently and effectively identified and solved all problems that impacted direction of business.
- Oversaw projects to help goals, tasks and milestones align with organizational strategy.
- Strategically coordinated operations according to objectives and capabilities, effectively allocating resources to meet demands
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Established and maintained productive staff relationships to Improve workplace morale, increase productivity and enhance personal growth.
- Improved employee satisfaction rating by realigning and enforcing policies.
- Tended to urgent correspondence to facilitate communication or resolution.
- Set clear goals to monitor targets and offered real-time input on performance and motivation.
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
- Assisted with proactive client outreach initiatives and documented client correspondence in CRM system.
- Evaluated suppliers to maintain cost controls and improve operations.
- Recruit new employees, train, and walk through the hiring process.
- Expanded business into new territories, gained, and maintained relationships with new customers.
- Host customer workshops.
Education
Bachelor of Arts - Communications
Kent State University
Kent, OH05.2016
Skills
- High Net Worth Individuals Marketing
- Financial and Estate Planning
- Managing Client Relations
- Increasing Savings
- Sales Expertise
- Risk Management
- Prospecting Techniques
- Project Development
- Quality Control
- Talent Acquisition
- Promotions and Marketing Strategies
- Employee Performance Management System
- New Agent Training
- Building Relationships
Certification
- TEFL Teacher, International TEFL Academy of Barcelona, Spain - July 2019
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Financial Consultant
MassMutual Financial Group
05.2023 - Current
Life Insurance Broker
Final Expense Services
12.2022 - Current
Life Insurance Agent
American Income Life Insurance Company
09.2021 - 04.2022
Operations Executive
Deerfield Ag Services
05.2009 - 09.2021
Bachelor of Arts - Communications
Kent State University
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