Danielle Arnett
Rancho Cordova,California
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining client onboarding processes for optimized support and financial planning work.
Overview
8
8
years of professional experience
1
1
Certification
4
4
years of post-secondary education
Work History
Associate Financial Representative
Northwestern Mutual
Sacramento, CA
08.2017 - Current
- Preparation of financial plans for clients
- Executing trades for clients based on advisor recommendation
- Investment account onboarding paperwork and assistance for clients
- Preparation of client correspondences, engagement letters, documents and presentations
- Track client engagements and maintain ongoing metrics for client assets
- Making insurance recommendations and assisting clients through application process
- Receiving client applications and following up with clients to obtain missing information before submission.
- Gathered customer information and maintained in CRM database.
College Financial Representative
Northwestern Mutual
Chico, CA
05.2016 - 12.2016
- Met with customers to assess needs, financial status and eligibility.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Gathered customer information and maintained in CRM database.
- Built and deepened productive relationships with prospective clients to best assess their financial needs.
Server
Blue Sky Bistro
Morro Bay, CA
03.2014 - 07.2015
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Bussed and reset tables to keep dining room and work areas clean.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Noted special patron requests and followed up with kitchen to confirm delivery.
- Applied comprehensive knowledge of wine, cider and beer to increase daily beverage sales.
- Used slow periods to restock supplies, ice, trays and delivery bags.
- Cultivated warm relationships with regular customers.
Caregiver, Special Needs
IHSS In Home Support Services
Fairfield, CA
05.2012 - 01.2014
- Engaged patients in meaningful conversation, socialization and activity while providing personal care assistance.
- Determined specific needs and provided most appropriate level of services for patient well-being.
- Assisted patients with self-administered medications.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Provided safe mobility support to help patients move around personal and public spaces.
- Documented residents' mental status, sleep and eating patterns in medical record books.
- Built strong relationships with clients to deliver emotional support and companionship.
- Planned healthy meals, purchased ingredients and cooked meals to provide adequate nutrition for client wellbeing.
Education
Bachelor of Science - Business Finance, Business Administration
California State University Chico
Chico, CA 08.2015 - 05.2017
Associate Degree For Transfer - Business Administration
Cuesta College
San Luis Obispo, CA 08.2012 - 05.2015
Skills
- Selling techniques
- Client servicing
- Product recommendations
- Appointment Scheduling
- Workplace training
- Compliance adherence
- Service-Oriented
- Records Maintenance & CRM Software
- Insurance Customization
Certification
Resident Insurance Producer License #OK96460
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Associate Financial Representative
Northwestern Mutual
08.2017 - Current
College Financial Representative
Northwestern Mutual
05.2016 - 12.2016
Bachelor of Science - Business Finance, Business Administration
California State University Chico
08.2015 - 05.2017
Server
Blue Sky Bistro
03.2014 - 07.2015
Associate Degree For Transfer - Business Administration
Cuesta College
08.2012 - 05.2015
Caregiver, Special Needs
IHSS In Home Support Services
05.2012 - 01.2014
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