Chelsea Miller
Wildwood,MO
Summary
Driven by a passion for enhancing client relationships and financial strategies, I excelled at Northwestern Mutual, supporting top 1% wealth management advisors. My expertise in client retention, coupled with strong interpersonal skills, propelled business development and client loyalty. Renowned for innovative sales strategies and performance metrics analysis, I consistently delivered exceptional service and strategic insights.
Overview
16
16
years of professional experience
Work History
Client Service Associate
Socium Advisors-Northwestern Mutual
St. Louis, USA
07.2024 - Current
- I work with Socium’s most sophisticated clients to provide the highest level of customer service and financial strategiesI. I Directly support The Wealth Management Advisor’s as a key player to increase and develop our business.
Associate Financial Rep - Christopher Koon
Northwestern Mutual
St. Louis, USA
04.2015 - 06.2024
- I am responsible for the effective implementation of new client and current client onboarding and customer relations to achieve a high level of client loyalty and deeper long-term relationships. I provide a personalized and dedicated relationship that is integrated with insurance, investment client services. Working as a Financial Advisor in the top 1% at Northwestern Mutual, I have learned to be creative and innovative in a very fast-paced and ever-changing market.
Customer Relations & Agent Services
The Health Group Insurance Agency
St. Louis, USA
10.2009 - 04.2015
- Role: Director of First Impressions (Hired in 2009) Coordinated office functions, including document preparation, spreadsheet, and database creation. Quickly advanced to New Business Department Lead (Advanced in 2009). Oversaw the new business department, handling document preparation for underwriting (lead scrubber) of legal and confidential documents. Provided support for over 60 captive sales agents, maintaining excellent customer relationships.
- Engaged in recruiting activities, including attending career fairs, meeting prospective sales agents, and setting up interviews.
- Conducted product knowledge training for new sales agent hires.
Business Administration
Miller Construction
St. Louis, USA
06.2008 - 10.2009
- Assisting and maintain accounting books with QuickBooks payroll, mailing job quotes, requesting payments, and a variety of other customer service
Education
Associates - General Studies
Columbia College
01.2008
Skills
- Meeting facilitation
- Client Retention Strategies
- Strong interpersonal skills
- Performance metrics analysis
- Salesforce knowledge
- Data entry proficiency
- Client rapport
- Account Management
- CRM system updates
- Service Recommendations
- Database Management
- Database Maintenance
- Client profile building
- CRM Software
- Meeting deadlines
- Follow-up skills
- Sales Documentation
- Client Relations
- Sales Strategies
References
Available Upon Request
Timeline
Client Service Associate
Socium Advisors-Northwestern Mutual
07.2024 - Current
Associate Financial Rep - Christopher Koon
Northwestern Mutual
04.2015 - 06.2024
Customer Relations & Agent Services
The Health Group Insurance Agency
10.2009 - 04.2015
Business Administration
Miller Construction
06.2008 - 10.2009
Associates - General Studies
Columbia College
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