Eric Wheeler
Lenexa,KS
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of post-secondary education
14
14
years of professional experience
Work History
Turf Specialist 1
Ryan Lawn and Tree
Shawnee, KS
04.2023 - Current
- Managed a dedicated route of over 450 customers with at least 7 annual applications
- Delivered tailored services to clients, enhancing satisfaction and retention
- Maintained state of Kansas pesticide applicator licenses (General, 7A and 7B)
- Consistently surpassed annual production and referral targets
- Committed to exceptional customer service, resolving service calls within a 24-hour window
- Cultivated strong customer relationships, discussing and advising on the specific needs and details of their lawns
- Maintained strict adherence to product labels and proper use of PPE
- Applied fertilizers and pesticides safely according to industry standards.
Estate Investment Specialist
American Century Investments
Kansas City, MO
07.2016 - 03.2023
- Contact center from (07/2016-04/2018), Business Retirement Specialist from (04/2018-02/2019, Estate Transfer Specialist (02-2019-03-2023)
- Cultivated strong relationships with clients through understanding their needs.
- Provided support for account processing related to CC, BRS, and estate matters.
- Managed active and new estate cases through phone and email, ensuring timely resolution and client satisfaction
- Facilitated transfer of inherited retirement accounts for beneficiaries.
- Presented the estate overview session to all teams on phones and in processing
- Hosted step up cost basis and beneficiary RMD training to new hires
- Maintained a series 6 and 63 financial license
- Worked with many different account registration types (Trust, General Investing, 401K, 403B, SEP, Simple, SARSEP, Roth and Traditional IRA, Brokerage)
- Challenged existing policies to improve client interactions by streamlining service processes.
- Maintain working knowledge of American Century Investment policy and regulations
- Participated in the New Hire Mentor Program to support new team members.
- Evaluated investment portfolios to align with client objectives and market trends.
Sales Representative
Lineage
Lenexa, KS
04.2015 - 06.2016
- Provided sales support in the Kansas City area for Neopost and Hasler postage meters.
- Analyzed client requirements to recommend effective mailing solutions.
- Provided sales support in Kansas City area for Neopost and Hasler postage meters.
- Managed maintenance of mailing equipment to ensure optimal performance
Group Ticket Sales Representative
Kansas City Chiefs
Kansas City, MO
02.2013 - 04.2015
- Processed ticket sales transactions using point-of-sale systems efficiently.
- Assisted customers in selecting tickets for various Kansas City Chiefs/ Arrowhead events.
- Addressed customer inquiries regarding ticket availability and pricing options.
- Educated fans on seating options and venue policies for game days.
- Met and exceeded sales goals and targets each year
Education
Bachelor of Science - Marketing
KANSAS STATE UNIVERSITY
Manhattan, KS 08.2008 - 12.2012
Skills
- Customer service
- Attention to detail
- Relationship building
- Communication
- Problem solving
- Teamwork
- Time management
Timeline
Turf Specialist 1
Ryan Lawn and Tree
04.2023 - Current
Estate Investment Specialist
American Century Investments
07.2016 - 03.2023
Sales Representative
Lineage
04.2015 - 06.2016
Group Ticket Sales Representative
Kansas City Chiefs
02.2013 - 04.2015
Bachelor of Science - Marketing
KANSAS STATE UNIVERSITY
08.2008 - 12.2012