Austin Bradley
Wichita Falls,United States
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2
2
years of professional experience
Work History
Financial Representative Intern
Northwestern Mutual
Irving, TX
03.2022 - 12.2022
- Set meetings and provided flexibility with clients and other senior advisors.
- Built and maintained client relationships through honesty and clarity.
- Enhanced client satisfaction by providing personalized financial advice and solutions.
- Assisted in portfolio management for clients, achieving optimal diversification and risk-adjusted returns.
- Gained expertise in various financial products, including stocks, bonds, mutual funds, ETFs, annuities, and insurance policies.
- Developed strong interpersonal skills through regular interactions with diverse clientele across different industries.
- Licensed in Life and Health Insurance as well as annuities in TX and MA.
Customer Service Representative
Ross Dress for Less
Irving, TX
04.2021 - 08.2021
- Developed and implemented customer service standards that improved customer satisfaction.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Awarded Associate of the Month in June 2021.
Education
BBA - Finance
Midwestern State University
Wichita Falls, TX12.2023
Skills
- Financial analysis
- Time management
- Attention to detail
- Microsoft Office proficiency
- Interpersonal skills
- Self-motivation
Certificates And Awards
- Licensed In Life, Health and Annuities (Texas and Massachusetts)
- Associate of the Month (06/2021)
- Service Second to None (02/2019)
Timeline
Financial Representative Intern
Northwestern Mutual
03.2022 - 12.2022
Customer Service Representative
Ross Dress for Less
04.2021 - 08.2021
BBA - Finance
Midwestern State University