Chris Nakos

Work History

Consolidated Planning

06.2025 - Current

Met with customers to assess needs, financial status, and eligibility.
Built strong relationships with clients through transparent communication and trust-building activities.
Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Delivered prompt, informative responses to client inquiries, fostering a positive customer experience.
Developed strong relationships with clients through consistent communication and excellent service.
Engaged in continuous professional development to stay abreast of financial trends and regulations.
Fostered strong relationships with clients, becoming trusted advisor for financial decisions.
Identified cost-saving opportunities within client budgets, contributing to their overall financial health.

NYL Securities, LLC

11.2023 - Current

Identified new business opportunities by networking within the local community and attending industry events, leading to an expanded client base.
Developed strong relationships with clients through regular communication and portfolio reviews, resulting in increased trust and retention rates.
Maintained strict compliance with industry regulations and company policies, ensuring a consistently professional approach to all aspects of the role.
Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.
Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.
Educated prospective clients about the benefits of working with a Registered Representative, converting leads into loyal customers over time.
Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
Collected, arranged, and input information into database system.

FedEX Express

08.2022 - 11.2023

Greeted recipients, delivered packages, and parcels and acquired proper signatures for all deliveries.
Completed daily delivery assignments while adhering to strict time constraints, ensuring consistent service quality.
Enhanced customer satisfaction through timely deliveries and professional communication with clients.
Adhered to all traffic laws while operating company vehicles for safe transportation of goods.
Established lasting relationships with customers by delivering packages on time, interacting professionally, and responding promptly to questions.
Operated vehicle safely in highly congested areas with no traffic violations.
Handled sensitive documents securely, maintaining confidentiality and protecting client information.
Verified delivery details with clients upon arrival, confirming accuracy before completing transactions.
Tracked packages using barcode scanners to maintain an updated record of shipment statuses.
Contributed to team success by actively participating in meetings about improving operational procedures.
Supported team members during peak times, demonstrating strong teamwork and flexibility.

Nakos Properties

04.2003 - 07.2021

Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
Collaborated with co-owner on strategic planning initiatives for long-term business success.
Improved customer satisfaction ratings by consistently delivering high-quality products and services.
Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
Ensured accurate record-keeping for financial transactions, maintaining organized documentation for easy reference during audits or other inquiries.
Cultivated a safe working environment by adhering to workplace safety policies and providing necessary resources for employee wellbeing.
Negotiated favorable contracts with suppliers, resulting in reduced costs and improved product quality.
Optimized inventory management systems for streamlined ordering processes and reduced waste levels.
Enhanced business operations by implementing efficient management strategies and streamlining processes.
Trained and guided team members to maintain high productivity and performance metrics.

Nakos Paper

06.2003 - 07.2021

Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
Collaborated with co-owner on strategic planning initiatives for long-term business success.
Improved customer satisfaction ratings by consistently delivering high-quality products and services.
Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
Ensured accurate record-keeping for financial transactions, maintaining organized documentation for easy reference during audits or other inquiries.
Established foundational processes for business operations.
Developed a strong company culture, fostering teamwork and collaboration among staff members.
Cultivated a safe working environment by adhering to workplace safety policies and providing necessary resources for employee wellbeing.
Implemented innovative marketing campaigns to expand customer base and increase brand awareness.
Negotiated favorable contracts with suppliers, resulting in reduced costs and improved product quality.
Optimized inventory management systems for streamlined ordering processes and reduced waste levels.
Interacted well with customers to build connections and nurture relationships.
Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.