Christy Whitaker
Ponchatoula,LA
Summary
Result-driven professional with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Financial Services Representative
YES Financial Services
11.2006 - Current
- Work with individuals and business clients to develop financial planning strategies and solutions through evaluation of finances.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
Realtor
Southeastern Real Estate Professionals
04.2002 - 12.2023
- Negotiated, facilitated, and managed real estate transactions.
- Developed and implemented strategic marketing plans to increase potential for selling properties and generate more leads.
- Developed new business and managed new and existing clients.
Tax Professional
Liberty Tax Services
10.2012 - 02.2022
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Enhanced client relationships through proactive communication and personalized financial advice.
- Assisted individuals who enroll in a qualified health plan through the Health Insurance Marketplace to insure they file an accurate return.
Education
Ponchatoula High School
Ponchatoula, LA05-1996
Skills
- Customer relationship building
- Account retention
- Financial planning
- Strong work ethic
- Insurance Law Understanding
- Policy analysis
Certification
Louisiana Licensed Insurance Producer
Life, Limited Life, Health and Accident
Timeline
Tax Professional
Liberty Tax Services
10.2012 - 02.2022
Financial Services Representative
YES Financial Services
11.2006 - Current
Realtor
Southeastern Real Estate Professionals
04.2002 - 12.2023
Ponchatoula High School
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