Personable candidate committed to helping clients meet their desired needs. Extensive experience Interpersonal communication, developing and implementing strategies tailored to needs and objectives. Passionate about helping clients reach goals.
Overview
8
8
years of professional experience
Work History
Retirement Representative
Empower Retirement
06.2023 - 10.2023
Developed and maintained strong relationships with clients to maximize satisfaction.
Helped clients make informed decisions about financial future.
Analyzed financial needs of clients and developed tailored strategies to meet goals.
Educated clients on financial topics and best practices.
Updated clients on changes in tax laws and other regulations affecting investments.
Monitored and updated financial plans to comply with client goals.
COVID-19 Case Investigator and Contact Tracer
Tri-County Health Department
12.2020 - 04.2022
Performed record keeping by logging client information within secure contact-tracing software.
Communicated with documented COVID-19 patients and other exposed persons via phone call, text, e-mail and other platforms.
Investigated and identified confirmed and suspected coronavirus cases, also documenting potentially affected contacts.
Provided educational and informational resources regarding isolation policies and quarantine measures.
Notified and interviewed individuals to ascertain novel coronavirus exposure level.
Contacted clients in person, by phone or in writing to ascertain compliance with required or recommended actions.
Skilled at working independently and collaboratively in a team environment.
Paid attention to detail while completing assignments.
Cultivated interpersonal skills by building positive relationships with others.
Lead Teacher
Castle Academy
04.2018 - 03.2020
Planned and implemented different daily activities to enhance overall development and growth of every student.
Communicated frequently with parents about student growth and progress, recommending at-home reinforcement to support struggling students.
Maintained patience and level-headedness in diverse situations to support student development and personal growth.
Conferred with parents about student progress to boost family involvement and enhance student support.
Planned and implemented integrated lessons to meet national standards.
Developed and implemented classroom routines to address varying student needs.
Assistant Teacher
Kids R Kids Learning Academy
03.2017 - 04.2018
Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
Supported student physical, mental, and social development using classroom games and activities.
Worked with teachers to design lesson plans and coordinate activities for classes.
Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Worked with teacher to identify and target opportunities for instructional improvements.
Assisted in implementation of new learning tools, systems and materials.
Worked with teacher and administrators to enforce school policies and procedures.
Beauty Advisor
Walgreens
12.2015 - 12.2016
Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Maintained counter and display areas for cleanliness and organization.
Identified skin and hair needs of customers to provide assistance in choosing best products.
Promoted additional products and services to increase sales numbers and revenue with diverse selection.
Trained new staff in product knowledge and customer service protocols.