Assisted on the preparation of sales proposals and contracts. Collaborated with cross-functional teams to resolve customer escalations and optimize service delivery.
Financial Representative
Northwestern Mutual
10.2017 - 06.2018
Built and maintained productive relationships with clients to facilitate continued revenue growth
Help prepare personal plans and present detailed accounts to clients in order to put together a proper financial plan for their specific needs
Administer all insurance underwriting process and investment accounts, facilitate calls to existing customers and schedule all appointments and activities for clients
Develop various presentations and proposals for clients according to requirements and maintain all files and case notes on computers and manage all information of finances with clients.
Restaurant Server/Trainer
Searsucker
05.2013 - 06.2018
As a member of the opening staff, I trained and implemented the brand's procedures, standards, and managed expectations
Meet and exceed sales goals by effectively managing my customers, multitasking, and superior product knowledge.
Education
Bachelor of Arts Communication Studies -
Metropolitan State University of Denver
01.2010
Skills
Holds a Property & Causality License
Trained in CRM for Financial Services
Proficient with Microsoft operating systems as well as Micros
Excels under pressure and in fast-paced environments
Personable, motivated and passionate about achieving business goals that contribute to success