Bonnie Celia
Wilmington,NC
Summary
Staff Manager Financial Advisor & Registered Principal
Fully registered, seasoned investment professional with strong leadership and interpersonal skills. Able to add energy and value to organization's quest for excellence. Special talent in recruiting and development.
Overview
34
34
years of professional experience
Work History
Staff Manager
Western Southern Life Insurance
Wilmington, NC
07.2008 - Current
- Staff Manager/Financial Advisor & Registered Principal.
- Federal and State Licensed. Series 6,63, 65, 26. Life, Health, Long-term care.
- Earned Designations through American College. (CLU, RICP).
- Create and direct sales team training and development programs.
- Actualize strategies to continuously improve customer service, company or brand visibility while providing superior customer service.
- Foster relationships with customers to expand customer base and enhance loyalty and retention.
- Stay current on industry trends and changes while participating in professional development opportunities to strengthen product and service knowledge.
- Prospect and partner with interested parties to develop investment plans.
- Assess client's risk and recommend products and financial strategies to meet needs.
Supervisor
Bed Bath & Beyond
Wilmington, NC
11.2004 - 07.2008
- Directed and motivated team, including recruiting, training and development.
- Exceeded targeted sales yearly.
- Described use and operation of merchandise to customers.
- Worked as a team member to provide the highest level of service to customers.
- Established and enforced clear goals to keep all employees on same level and working collaboratively.
- Coordinated with internal departments to maximize operational efficiency across production and administrative areas.
District Manager
KB Toys
Long Island, NY
11.2002 - 11.2004
- Managed teams of 15 stores 30-75 employees.
- Evaluated budget plans and current costs to project trends and recommend updates.
- Audited location sales performance and data trends to improve under-performing areas.
- Spearhead growth initiatives to improve operational standards.
- Oversaw store merchandising, brand exposure and product availability.
- Devise strategy for business operations, merchandising, and personnel promotions.
- Maximized branch revenue by optimizing daily operations.
District Manager
Foot Locker Inc.
Albany, NY
01.1991 - 11.2002
- Managed district consisting of 19-28 stores; upwards of 100 employees.
- Managed, hired and trained high performing sales and support team while maximizing profitability by setting performance benchmarks for customer service, cost control, revenue, and profits.
- Reduced and controlled operation expenses through well managed risk prevention.
- Exceeded revenue sales goals for over 10 years.
- Created strategies and business plan for company campaigns.
- Mentor and internally promote successful company sales staff to leadership positions to drive company growth.
Education
Entrepreneurship Essentials -
Harvard Business School Online
Boston, MA06.2023
Bachelor of Science - Business Administration And Management
Walden University
Minneapolis, MN02.2000
MBA - Business Administration/ Leadership Development
Walden University
Minneapolis, MNSkills
- Client services
- Staff training and development
- Supervision
- Networking
- High-energy attitude
- Detail-oriented
- Strategic planning and execution
- Reporting abilities
- Regulatory compliance
- Insurance terminology
- Developing proposals
- Identifying opportunities
- Making investment recommendations
- Market understanding
Accomplishments
American College of Financial Planning
- Designations include: CLU (Chartered life Underwriting) RICP (Retirement Income Certified Professional) NSSA (National Social Security Adviser).
- Registrations: FINRA, series 6, 63, 65, & 26. State: NC, SC, WV, VA, CA, MD, Fla, CO).
- State Licenses: Life, Health, & Long-term care. (NC, SC, VA, MD, WV, CA).
- Marketing
Implemented marketing strategies which resulted in 62% growth of customer base.
Professional Associations
- American College of Financial Services
- Wilmington Women with a Purpose
Timeline
Staff Manager
Western Southern Life Insurance
07.2008 - Current
Supervisor
Bed Bath & Beyond
11.2004 - 07.2008
District Manager
KB Toys
11.2002 - 11.2004
District Manager
Foot Locker Inc.
01.1991 - 11.2002
Entrepreneurship Essentials -
Harvard Business School Online
Bachelor of Science - Business Administration And Management
Walden University
MBA - Business Administration/ Leadership Development
Walden University
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