Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ashley Overstreet

Tilden,TX

Summary

I am an ambitious and committed individual who enjoys achieving a company's needs and goals, all the while adapting to new situations and challenges as they arise. Skilled in working under pressure and have a knack for paying close attention to detail. I use a results-driven and focused approach to completing work. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

8
8
years of professional experience

Work History

Financial Representative

Northwestern Mutual
Laredo, TX
01.2021 - 11.2022
  • Identified and evaluated customer needs for financial products and services.
  • Analyzed customers' existing policies and recommended changes or additional coverage.
  • Organized meetings with potential clients to discuss their financial goals and objectives.
  • Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
  • Advised clients on how best to diversify their investments while minimizing risks associated with them.
  • Created presentations for prospective clients outlining different types of financial services offered by the company.
  • Processed applications for life insurance policies in a timely manner.
  • Prepared annual reviews for existing clients regarding their current portfolio performance compared against established benchmarks.

Retail Sales Specialist

Pilot Travel Centers
Cotulla, TX
03.2015 - 10.2015
  • Created displays to promote new products or special offers available in-store.
  • Implemented store policies regarding returns, exchanges, warranties and security procedures.
  • Performed inventory checks to identify any shortages or discrepancies in stock levels.
  • Monitored sales performance against targets set by management team.

Education

High School Diploma -

Walton High School
Defuniak Springs, FL
05-2005

Skills

  • Deadline-oriented
  • Accuracy and Precision
  • Verbal Communication
  • Detail Oriented
  • Continuous professional development
  • Time Management

Timeline

Financial Representative

Northwestern Mutual
01.2021 - 11.2022

Retail Sales Specialist

Pilot Travel Centers
03.2015 - 10.2015

High School Diploma -

Walton High School

Similar Profiles

CREATE PROFILE
Ashley Overstreet