Summary
Overview
Work History
Education
Skills
Timeline
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Drew Gillig

Drew Gillig

Ballwin,MISSOURI

Summary

Dynamic financial professional with a proven track record at Primerica, adept in investment strategies and client servicing. Excelled in building long-term relationships through exceptional selling techniques and financial reviews. Skilled in payment processing and debt management, achieving significant client satisfaction and sales growth. Demonstrates strong team collaboration and problem-solving abilities.

Overview

9
9
years of professional experience

Work History

Financial Representative

Primerica
03.2023 - Current
  • Sold life insurance, set up retirement accounts, and helped customers invest.
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Met with customers to assess needs, financial status, and eligibility.
  • Created and implemented business and marketing plans to drive growth.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Handled incoming payments and outgoing disbursements.

Salesperson

Total Wine & More
02.2023 - 05.2024
  • Helped customers select the product they were looking for with the best of my knowledge.
  • Engaged customers in social conversations to create pleasant and easy shopping experience.
  • Worked to build relationships with customers and built potential for additional sales.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Contributed to team objectives in fast-paced environment.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Also did other jobs including cashier, getting together online orders, ordering kegs, restocking merchandise, giving out samples, and even helping with the classes they taught there.

Financial Representative

Northwestern Mutual
07.2020 - 01.2021
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Met with customers to assess needs, financial status, and eligibility.

Delivery Driver

DoorDash
08.2020 - 10.2024
  • Operated vehicle safely in highly congested areas with no traffic violations.
  • Kept detailed mileage and fuel reports to track overall fuel costs.
  • Completed rush deliveries on tight timetables to satisfy customer needs.
  • Loaded truck and properly secured items to prevent damage for deliveries.
  • Maintained upbeat, positive attitude in busy, customer-focused environment.
  • Completed on-time deliveries by choosing best and most efficient routes.
  • Delivered packages to customer doorsteps and business offices.

Crew Member

A1 Party and Event Rental
05.2016 - 08.2019
  • Went to job sites and set up tables, chairs, tents, etc. for big parties and social events.
  • I also organized and cleaned equipment in the warehouse.
  • Trained new team members on procedures, customer service, and sales techniques.
  • Cleaned and maintained all areas of the store to promote clean image.
  • Provided excellent customer service by greeting customers and meeting quality expectations.
  • Assisted other team members to achieve goals.
  • Worked well with teammates and accepted coaching from management team.

Sandwich Artist

Panera Bread
10.2015 - 05.2016
  • Trained team members to prepare sandwiches and other items according to instructions.
  • Shared information with customers about menu items, preparation methods, and ingredients.
  • Greeted guests, promoted specials, and took orders.
  • Organized freezers, refrigerators and storage rooms by receiving, recording, and moving food and beverage supplies and products.
  • Executed sandwich artistry duties with very low occurrence of errors.
  • Operated manual and electric appliances to peel, slice, and trim food.
  • Prepared and presented food in compliance with health and safety guidelines.

Education

BBA - Business Administration

Missouri Baptist University
St Louis, MO

Skills

  • Client servicing
  • Financial reviews
  • Selling techniques
  • Payment Processing
  • Investment strategies
  • Appointment Scheduling
  • Product Recommendations
  • Debt management
  • Payment plans
  • Sales expertise

Timeline

Financial Representative

Primerica
03.2023 - Current

Salesperson

Total Wine & More
02.2023 - 05.2024

Delivery Driver

DoorDash
08.2020 - 10.2024

Financial Representative

Northwestern Mutual
07.2020 - 01.2021

Crew Member

A1 Party and Event Rental
05.2016 - 08.2019

Sandwich Artist

Panera Bread
10.2015 - 05.2016

BBA - Business Administration

Missouri Baptist University

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Drew Gillig