AMANDA WARD
WAYNESBORO,MS
Summary
Dynamic Financial Advisor with a proven track record at Primerica, specializing in personalized financial strategies and client relationship management. Skilled in insurance policy sales and active listening, I excel in educating clients and mentoring peers, fostering trust and loyalty while achieving their financial goals. Committed to professionalism and ethics in all interactions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Primerica
07.2025 - Current
- Developed personalized financial strategies to meet clients' unique needs and goals.
- Analyzed market trends and investment opportunities to provide informed recommendations.
- Educated clients on various financial products, enhancing their understanding and engagement.
- Cultivated strong client relationships through regular follow-ups and support initiatives.
- Mentored junior advisors, sharing best practices for client management and financial planning.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Cosmetologist
DOLLED UP, LLC
10.2022 - Current
- Delivered exceptional hair styling and coloring services, ensuring client satisfaction and loyalty.
- Maintained cleanliness and organization of workstations, adhering to health and safety standards.
- Consulted with clients to assess needs and recommend appropriate beauty treatments and products.
- Booked appointments, answered phones, greeted clients, handled payments, and created client service tickets.
- Processed payments, entering sales in register for prompt customer service.
Secretary
M.S. GATLIN BUILDING SUPPLY
01.2008 - 07.2025
- Streamlined document management processes, enhancing retrieval efficiency and reducing processing time.
- Coordinated office supplies procurement, optimizing inventory levels and supplier relationships.
- Assisted in preparing reports and presentations, supporting senior management in strategic planning initiatives.
- Trained new administrative staff on company protocols and systems, fostering a collaborative work environment.
- Implemented project tracking systems that improved workflow transparency and accountability among team members.
- Led efforts to enhance office organization, resulting in increased productivity and reduced operational disruptions.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Entered data into system and updated customer contacts with information to keep records current.
- Maintained electronic filing systems and categorized documents.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
Education
Life Insurance Producer -
Exam FX
Online08-2025
COSMETOLOGY LICENSE - Cosmetology
HATFIELD'S
Laurel, MS03-2008
High School Diploma -
WAYNE ACADEMY
WAYNESBORO, MS05-2006
Skills
- Social skills
- Friendly communication
- Active listening
- Licensed cosmetologist
- Clear communication
- Professionalism and ethics
- Life Producer License
- Insurance policy sales
- Client account management
- Insurance product expertise
- Prospecting clients
- Lead prospecting
Certification
- Life Producer License - August 2025 - Present
Timeline
Financial Advisor
Primerica
07.2025 - Current
Cosmetologist
DOLLED UP, LLC
10.2022 - Current
Secretary
M.S. GATLIN BUILDING SUPPLY
01.2008 - 07.2025
Life Insurance Producer -
Exam FX
COSMETOLOGY LICENSE - Cosmetology
HATFIELD'S
High School Diploma -
WAYNE ACADEMY