Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Amanda Darling

Polson,MT

Summary

Holistic Health Coach focused on helping clients improve physically and mentally for whole-body wellness. Passionate about helping families and individuals lead healthy lives through a root cause approach. Works great with other disciplines to meet clients unique needs.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Holistic Health Coach

The Alpine Alchemist
Polson, Montana
01.2022 - Current
  • Owner
  • Conduct initial + follow up client consultations.
  • Conduct + convert intro calls with new clients.
  • Lock in new client packages.
  • Run comprehensive functional medicine labs & blood work.
  • Create client protocols based off of lab results.
  • Send detailed notes to clients after each session.
  • Update + create new client protocols as needed.
  • Answer daily messages through Practice Better and email from clients.
  • Follow up with clients to determine status of conditions, discuss lab results and answer questions.
  • Plan and implement wellness programs for clients based on evaluation results.
  • Educate patients on preventive measures, healthy lifestyle and procedures to achieve optimum patient outcomes.
  • Manage day-to-day business operations.
  • Maintain up-to-date administrative records to monitor operational conditions.
  • Use business software that is HIPPA compliant to maintain files and administrative records.

Client Relations Manager

Stewart Financial Group
Bellevue, Washington
03.2014 - 05.2020
  • Assessed client needs and developed plans to adequately address current and future objectives.
  • Provided exceptional service to customers requiring assistance such as account questions.
  • Typed and submitted correspondence, memos, drafts and emails.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Performed due diligence and valuation processes.
  • Observed strict confidentiality rules to maintain data integrity and protect clients.
  • Input financial data and produced reports using Salesforce & Microsoft Office.
  • Evaluated office processes, making suggestions to improve efficiency.
  • Collected and logged client feedback about service experience to identify areas for improvement.
  • Addressed and resolved customer complaints and issues to improve satisfaction and trust.
  • Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
  • Managed office inventory and ordered new supplies when items were running low.

Financial Advisor

AXA Equitable
Bellevue, Washington
07.2011 - 05.2014
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Facilitated new client onboarding process and investment account setup.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Delivered strategic investment advice for individual and corporate clients.
  • Performed due diligence and valuation processes.

Education

Bachelor of Science - Operations & Supply Chain Management

Central Washington University
Ellensburg, WA

Skills

  • Office Administration
  • Time Management
  • Client Preparation and Assistance
  • Strong Communication and Interpersonal Skills
  • Daily Client Contact & Email Correspondence
  • Troubleshooting and Assistance
  • Scheduling and Coordinating
  • Managing Operations and Efficiency
  • Computer Proficiency and Microsoft Office
  • Understanding Customer Needs
  • Customer Data Confidentiality
  • Establishing and Maintaining Customer Relationships

Certification

  • Integrative Health Practitioner, Integrative Health Practitioner Institute - March 2020 - December 2021
  • Master Blood Chemistry Certificate, Master Blood Chemistry with Emily - November 2021 - December 2021

Timeline

Holistic Health Coach

The Alpine Alchemist
01.2022 - Current

Client Relations Manager

Stewart Financial Group
03.2014 - 05.2020

Financial Advisor

AXA Equitable
07.2011 - 05.2014

Bachelor of Science - Operations & Supply Chain Management

Central Washington University

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Amanda Darling