Summary
Overview
Work History
Skills
Liecenses
Timeline
Generic
Benjamin Meeks

Benjamin Meeks

Inglewood,CA

Summary

Proactive and professional individual with strong mentoring and team-building skills. Adept at collaborating within teams and independently, with key skills in interpersonal communication, client relations, management, fundraising, and troubleshooting. Experienced financial expert capable of analyzing data, managing budgets, and assessing financial risks. Known for fostering team collaboration and delivering impactful results in dynamic environments. Excel in financial reporting, strategic planning, and compliance while remaining reliable and adaptable to ensure alignment with organizational goals and evolving requirements.

Overview

6
6
years of professional experience

Work History

Financial Professional

Axianta Financial Partners
04.2024 - 01.2025
  • Licensed Life and Health Agent with a focus on small and medium business owners.
  • Expertise in reducing clients’ tax liability and enhancing employee benefits.
  • Skilled in guiding investments into Tier 1 assets while outpacing inflation to secure lasting legacies.
  • Committed to educating clients from all demographics with holistic wealth management.
  • Ensures clients’ financial livelihood, long-term growth, and their ability to retire comfortably and maintain their lifestyle.

Dog Groomer

PetSmart
05.2021 - 01.2024
  • Successfully liaised with over 400+ clients, overseeing every aspect of their grooming needs from initial consultation to final service pick-up. Responsibilities encompass comprehensively understanding client preferences, addressing queries ensuring the utmost satisfaction.
  • Supported a team of grooming assistants, guiding various aspects of the grooming process. Provided vital administrative assistance to a dynamic team of 6-12 professionals, resulting in consistently positive client feedback.
  • Orchestrated logistical arrangements for grooming appointments, maintaining meticulous records, and resource allocation. Implemented innovative solutions resulting in enhanced productivity and optimized efficiency.
  • Proficiency in promoting supplementary services like deluxe spa treatments and other high-quality grooming products through clear and persuasive communication. This enriches the grooming experience for their beloved pets.
  • Initiating outreach to prospective customers through cold calling.

Amazon Prime Shopper

Prime Now LLC.
02.2019 - 01.2021
  • Ensuring accuracy in picking and packing orders, as well as restocking products, requires a keen eye for detail to meet customer expectations and maintain inventory integrity.
  • Picked and packed online orders for delivery and pick-up, ensuring accuracy and timeliness.
  • Restocked products to maintain optimal inventory levels and store appearance.

Skills

  • Proficient in Spanish
  • Skilled in using Google Drive, Sheets, Docs, Slides, and Calendar
  • Skilled in developing social media brand strategies
  • Life insurance proficiency
  • Business growth initiatives
  • Risk management strategies
  • Expertise in insurance offerings
  • Portfolio management strategies
  • Effective debt resolution
  • Effective tax optimization techniques
  • Financial securities expertise
  • Goal-oriented financial management

Liecenses

Life and Health Licenses: CA, AZ, NY

SIE: Currently Studying

Timeline

Financial Professional

Axianta Financial Partners
04.2024 - 01.2025

Dog Groomer

PetSmart
05.2021 - 01.2024

Amazon Prime Shopper

Prime Now LLC.
02.2019 - 01.2021

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