Skilled in promoting products and analyzing financial data, with a focus on meeting customer needs through detailed and determined efforts. Strong communication, planning, and organizational capabilities enhance team collaboration and drive results. Committed to continuous learning and contributing to organizational success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Representative
Western and Southern Life Insurance Group
09.2024 - Current
Worked with customers to determine needs, evaluate financial means, and check eligibility for products or services.
Organized meetings with potential clients to discuss their financial goals and objectives.
Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
Reviewed customer applications and pursued missing information to complete submissions.
Developed and maintained relationships with customers and assisted in generating sales opportunities.
Analyzed customers' existing policies and recommended changes or additional coverage.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Automotive Finance Manager/Sales Manager
BEST DEAL AUTO SALES
09.2017 - 06.2025
Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
Optimized dealership revenue by identifying opportunities for additional product offerings such as extended warranties
Conducted regular reviews of customer credit applications to maintain accuracy and integrity in the approval process.
Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.
Increased repeat business by establishing trust and rapport with customers through transparent and ethical finance practices.
Processed loan applications and monitored progress from start to finish.
Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
MOWING
CARRS LAWN AND LANDSCAPE
03.2014 - 09.2017
Provide proper upkeep of sidewalks, driveways, parking lots, fountains, planters, burial sites, or other grounds features
Operate vehicles and powered equipment, such as mowers, twin axle vehicles, snow blowers, chain saws, electric clippers, sod cutters, and pruning saws
Mow or edge lawns, using power mowers or edgers
Care for established lawns by mulching, aerating, weeding, grubbing, removing thatch, or trimming or edging around flower beds, walks, or walls
BASKETBALL COACH
EAST ALLEN COUNTY SCHOOL
09.2014 - 03.2015
Coordinate and supervise extracurricular activities, such as clubs, student organizations
Establish and enforce rules for behavior and procedures for maintaining order among students
Formulate and implement training programs, applying principles of learning and individual differences
Created opportunities for players to develop leadership skills through team captain roles or mentoring younger teammates.
Developed and implemented effective training and skills development strategies to improve overall team performance.