Estela Griffiths
Columbus,NE
Summary
Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning, and organizational skills.
Overview
5
5
years of professional experience
Work History
Financial-representative
Northwestern Mutual
08.2022 - Current
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Met with customers to assess needs, financial status, and eligibility.
- Reviewed community and industry markets to increase number of clients and expand overall market share.
- Sold life, disability and long term products.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Discussed financial options with clients and provided informed suggestions.
Administrative Assistant
Northwestern Mutual
01.2019 - 08.2022
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Executed record filing system to improve document organization and management.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Scheduled office meetings and client appointments for staff teams.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Assisted development and implementation of new administrative procedures.
- Created and maintained databases to track and record customer data.
- Processed customer orders accurately and within agreed timeframes to meet service standards.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Education
High School Diploma -
Madison High School
Madison, NE05.2009
Skills
- Selling Techniques
- Client Servicing
- Financial Reviews
- Presentation Development
- Product Recommendations
- Debt Management
- Customer Service
- Appointment Scheduling
- Relationship Building
- Continuous Professional Development
Languages
Spanish
Full Professional
Timeline
Financial-representative
Northwestern Mutual
08.2022 - Current
Administrative Assistant
Northwestern Mutual
01.2019 - 08.2022
High School Diploma -
Madison High School