Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cameron Jeffares

Altus,Oklahoma

Summary

I have worked in financial services with Empower for just over two and a half years and developed a passion for work that positively impacts those around me. By focusing on problem solving and taking a collaborative approach with clients and colleagues, I have not only been able find success in my career, but also improve the lives of those I work with.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Retirement Consultant

Empower
06.2023 - Current
  • Clearly communicate complex financial topics so that clients of varying levels of knowledge can understand important information impacting their retirement account.
  • Analyze current and future financial conditions of clients in order to create problem solving solutions to achieve retirement goals.
  • Continuously update progress on assisting clients within company database, keeping an organized set of tasks enabling the maximum amount of people to be assisted each day.
  • Collaborate with colleagues and clients to identify ways to improve business processes, creating a more efficient business process.

Client Service Representative

Empower
01.2022 - 06.2023
  • Present information in team meetings to ensure colleagues are informed of important recent developments pertaining to our work.
  • Work with new team members showing them how to handel a variety of incoming calls ensuring they understand proper procedures to follow.
  • Operate a variety of computer programs using computer proficiency to access all necessary information for clients.
  • Effectively manage time throughout the day in order to assist the maximum amount of clients, leading to metrix outcomes that exceed expectations.

Education

Master of Science - Finance

Texas A&M University - Commerce
Commerce, TX
05.2023

Bachelor of Arts - International Studies

Texas A&M University
College Station, TX
05.2020

Skills

  • Computer proficiency
  • Collaboration
  • Communication
  • Teamwork
  • Problem solving
  • Presentation
  • Organization
  • Time management

Certification

Series 7

Series 63

Timeline

Retirement Consultant

Empower
06.2023 - Current

Client Service Representative

Empower
01.2022 - 06.2023

Master of Science - Finance

Texas A&M University - Commerce

Bachelor of Arts - International Studies

Texas A&M University

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Cameron Jeffares