Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Rookie of the Year

Chandler Sohns

Banker's Life and Casualty
Corpus Christi
1
Certification
4
years of professional experience

Committed to ongoing education and critical thinking, ensuring clients achieve their financial goals effectively. Developed robust skill set in high-performance, client-focused financial environment, including strategic financial planning and client relationship management. Demonstrated ability to assess client needs, create tailored financial plans, and drive successful retirement outcomes. Seeking to transition into new field where these transferrable skills can add significant value.

Work History

Retirement Specialist

1 Year 6 Months
Banker's Life and Casualty | 02.2025 - Current
  • Educated clients on retirement planning options and benefits.
  • Assisted in developing personalized retirement strategies based on individual financial goals.
  • Collaborated with financial advisors to optimize client investment portfolios for retirement readiness.
  • Conducted thorough needs assessments to identify gaps in clients' retirement plans.
  • Educated Clients on their options and entitlements through Medicare.
  • Organized, processed and completed administrative tasks and paperwork.
  • Coordinated benefits for clients over the phone with various government entities.
  • Provided ongoing support and resources to ensure clients understood their retirement options.
  • Provided exceptional customer service by addressing client inquiries promptly and professionally.
  • Maintained up-to-date knowledge of regulatory changes affecting retirement plans and benefits.

Bartender /Restaurant Server

6 Months
Palenque Grill | 06.2024 - 12.2024
  • Crafted and served diverse cocktails, enhancing customer satisfaction and bar experience.
  • Managed inventory of beverages and supplies, ensuring optimal stock levels for seamless service.
  • Collaborated with kitchen staff to coordinate timely food and drink orders during peak hours.
  • Maintained cleanliness and organization of bar area, adhering to health and safety regulations.
  • Educated customers on drink selections, upselling specialty items to boost sales.
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
  • Upsold menu items to customers, driving up per sale revenues and maximizing profits.

Bartender /Server Shift Leader

1 Year 3 Months
Razoos Cajun Cafe | 02.2023 - 05.2024
  • Developed and maintained knowledge of cocktail recipes and drink preparations.
  • Provided exceptional customer service, enhancing guest satisfaction and retention.
  • Operated bar equipment efficiently, ensuring smooth workflow during peak hours.
  • Trained new bartenders on best practices and menu offerings to improve team performance.
  • Managed inventory levels, reducing waste through effective stock control measures.
  • Implemented cleanliness standards, maintaining a safe and organized bar environment.
  • Fostered positive relationships with regular patrons, promoting loyalty and repeat business.
  • Addressed and resolved customer conflicts with managed waitstaff, verifying satisfactory outcomes for involved parties.
  • Trained new serving staff on the menu and best practices.

Education

No Degree - Physics

Texas State University | San Marcos, TX | 08-2018

I attended 1 year of physics courses.

Skills

Client relationship building
Cash flow management
Continuing education commitment
Comprehensive Care Planning
Customer service
Teamwork and collaboration
Excellent communication
Critical thinking
Organizational skills
Multitasking Abilities

Accomplishments

Awarded Rookie of the Year 2025

Certification

  • Licensed Insurance Agent - 6/2026 to 6/2028

Timeline

Retirement Specialist

Banker's Life and Casualty
02.2025 - CurrentRead More

Bartender /Restaurant Server

Palenque Grill
06.2024 - 12.2024Read More

Bartender /Server Shift Leader

Razoos Cajun Cafe
02.2023 - 05.2024Read More

Texas State University

No Degree from Physics
Read More

Rookie of the Year

I was awarded for going above and beyond for my clients as well as having the highest earnings out of our rookie class.

Chandler Sohns