Summary
Overview
Work History
Education
Skills
Certification
Timeline

Anthony Matteson

Inside Sales Representative
Roscoe Illinois,Illinois

Summary

Dedicated Finance and Public Safety professional with a history of exceeding company goals by utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational initiatives. Frequently praised as being detailed oriented by my peers, I can be relied upon to assist your organization in successfully completing its mission. I have done outstanding work for my pervious employers by illustrating effective interpersonal communications, demonstrated quality data analysis, performed data entry, prepared detailed documentation, improved time management, accelerated problem solving, and completed risk assessments. I am ready to grow and serve your new and existing financial clients to my fullest ability while always doing what is best for the clients!

Overview

6
6
years of professional experience
1
1

Licenses

Work History

Inside Sales Representative

PBC Linear
06.2022 - Current
  • Determined needs, delivered solutions and overcame objections through consultative selling skills.
  • Emphasized product features based on analysis of customers' needs.
  • Applied mathematical skills to calculating amounts, negotiating prices and setting up contracts.
  • Exceeded targeted sales goals through continuous pursuit of new sales opportunities and expert closing of customer deals.
  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Managed friendly and professional customer interactions.

Life Insurance Agent

Transamerica Agency Network
11.2021 - 04.2022
  • Obtained a 30 percent increase in underwriting approval by assisting clients with completing a detailed and accurate application for coverage.
  • Explained advantages, features and disadvantages of various policies to promote the sale of plans while boosting overall sales 20%.
  • Displayed consistent, positive attitude towards customers, peers, and other personnel, even during high-stress situations resulting in a 20 percent increase in client satisfaction.
  • Finalized sales and collected necessary deposits.
  • Conducted 365-day reviews of existing policies to find gaps in financial coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Maintained high standards of customer service by building meaningful long-term relationships with clients.

Public Safety Lead Officer

Candlewick Lake Association
08.2021 - 03.2022
  • Talked regularly with citizens to establish rapport and become familiar presence in area.
  • Engaged with local individuals and community leaders to discuss crime reduction strategies.
  • Provided for public safety by maintaining order, protecting people and property and promoting good community relations.
  • Organized criminal documents such as logs, records, reports and agendas to streamline processing and improve traceability.
  • Performed rescue functions at accidents, emergencies and disasters by directing traffic and administering emergency medical aid.
  • Responded promptly to calls for protection of life and property, enforcement of laws and ordinances and general public service calls.

Security Response Team Leader

United States Navy/ DOD
09.2017 - 01.2021
  • Recorded incident reports with detailed accounts of occurrences.
  • Analyzed and investigated incidents alongside functional management and security supervisors.
  • Conducted frequent security audits to identify potential problems related to physical security, staff safety and asset protection.
  • Screened vendors and contractors before granting access to restricted areas within military installations.
  • Demonstrated commitment to public safety by patrolling events and well-populated establishments.
  • Built and strengthened relationships with area governments, departments and agencies to manage effective planning and implementation of emergency response strategies.
  • Improved realization of organizational objectives by effectively communicating department goals, organizational objectives and industry trends.

Education

Bachelor of Science - Finance

Southern New Hampshire University, Rochester, NH
12.2023

Senior Undergraduate Student Working Diligently to earn a Bachelor of Science in Finance degree. I have developed and strengthened my knowledge and skills in analytical thinking, verbal and written communication of complex concepts, persuasiveness, problem-solving, quick decision-making, attention to detail, financial planning, budgeting, and risk analysis.


  • Honor Roll- 2019-2023
  • Relevant Coursework:

Financial Markets, Financial Principles, Financial Regulations and Ethics, Corporate Finance, Accounting, Managerial Accounting, International Business, Marketing, Human Relationships in Administration, Microeconomics, Macroeconomics, and English Composition I & II.

GPA

  • 3.82 GPA
  • Extracurricular Activities: Serves as a Team Member at Calvary Chapel Church


Skills

  • Solution Coordination
  • Team Collaboration
  • Daily Workflows
  • Goals and Performance Tracking
  • Customer Service and Assistance
  • Customer Relationship Management
  • Verbal and Written Communication
  • Data Entry
  • Time Management
  • Analytical Problem Solver

Certification

  • Life Insurance and Annuities Producer Licenses (OH, VA, TN). From September 2021 to October 2022. Licenses not Renewed/ Expired.

Timeline

Inside Sales Representative - PBC Linear
06.2022 - Current
Life Insurance Agent - Transamerica Agency Network
11.2021 - 04.2022
Public Safety Lead Officer - Candlewick Lake Association
08.2021 - 03.2022
Security Response Team Leader - United States Navy/ DOD
09.2017 - 01.2021
Southern New Hampshire University - Bachelor of Science, Finance

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Anthony MattesonInside Sales Representative