Performance driven as a disciplined self-starter, to include problem solving skills in team environments to increase production and maximize efficiency.
Comprehensive knowledge of and experienced in the financial industry.
Leadership and team building skills.
Conduct regular business calls and proactive outreach.
Overview
12
12
years of professional experience
Work History
Division Manager
Primerica
Jacksonville, FL
04.2017 - Current
Develop District Managers to become independent leaders within our company.
Established clear and consistent policies and procedures.
Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
Set weekly goals for inside sales representatives.
Customer Service Representative
Merrill Lynch
Jacksonville, FL
01.2016 - 01.2017
As a customer service representative I worked in an inclusive team environment assisting Merrill Lynch clients.
Answered constant flow of customer calls with minimal wait times.
Processing Internal and external financial transactions and inquiries.
This fast-paced work environment provided an excellent opportunity to build a strong foundation for a career in the customer service industry.
Flow Team Member
Target
Jacksonville, FL
01.2009 - 01.2012
Managed stock on the sales floor.
Located and placed extra merchandise into the stockroom.
Prepared new merchandise for easy stocking.
Customer service skills obtained in this position include professionalism, agreeable disposition, and customer efficiency.
Outbound Representative
ADT
Jacksonville, FL
01.2006 - 01.2009
Set and secure appointments for our sales representatives through outbound calling.
Assist current customers with upgrades to their current systems.
Answer questions and resolve customer concerns in a timely manner.
Resolved concerns with products or services to help with retention and drive sales.
Educated customers on offerings and upsold products and services to increase revenue.