Alesha Williams
Phoenix,AZ
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Charles Schwab- Advisor Services
Phoenix, AZ
04.2022 - 02.2024
- Act as a liaison for clients and their advisors, all while proactively consulting and educating clients of independent investment advisors.
- Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.
- Developed individualized service plans with clients to address their identified goals.
- Developed workable solutions for recurring financial problems as well as maintained lists of resources helpful to clients.
Personal Caregiver
Lovely Angels
Phoenix, AZ
02.2021 - 03.2022
- Coordinate meetings to discuss the needs of the clients and make plans for their care.
- Assist clients by preparing meals, household task, hygiene's, transportation, lifting in and out of the
wheelchair. - Provided comfort and companionship by facilitating games and other activities to engage clients.
- Maintained a clean, orderly and well-stocked environment all while keeping detailed notes about the progress of each patient's health status.
Licensed Insurance Specialist
USAA
Phoenix, AZ
04.2020 - 02.2021
- Identifies member events to provide integrated solutions on products and closed on product sales that meet the members needs and facilitate the members financial security.
- Facilitates product sales through various channels (e.g., phone, mail, e-mail, face-to-face)
- Deepens member relationships through needs assessment and solution offerings from USAA products and services
- Reviewed existing records systems to identify areas for improvement.
Education
Bachelor of Science -
Grand Canyon University
10.2019
Associate of Science -
University of Phoenix
07.2017
Skills
- Estate Planning
- Retirement Planning
- Relationship Management
- Client Needs Assessment
- Risk Assessment
- Client Advocacy
- Client Confidentiality
- Case Documentation
- Records Management
- MS Office Suite
- CPR, First Aid, AED
- Virtualization Technologies
Timeline
Financial Services Representative
Charles Schwab- Advisor Services
04.2022 - 02.2024
Personal Caregiver
Lovely Angels
02.2021 - 03.2022
Licensed Insurance Specialist
USAA
04.2020 - 02.2021
Bachelor of Science -
Grand Canyon University
Associate of Science -
University of Phoenix
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