Everlyn Peters
Harker Heights,TX
Summary
Accomplished Sales Representative with solid sales history and in-depth goal-driven sales and customer service experience. Diligent and professional with expertise in conducting high customer satisfaction outcomes with returning business.
Overview
21
21
years of professional experience
Work History
Customer Service Representative Agent
Teleperformance
10.2018 - 12.2020
- Repeatedly exceeded Sales Goals (Medicare Sign-ups)
- Educated clients on Medicare and Prescription Plans
- Responded to customer requests for products, services, and company information.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Investment Specialist/Officer
Bank of America/Merrill Lynch
10.2005 - 06.2012
- Place securities trades for clients
- Successfully met sales Quota, month over month
- Educate potential customers on our products and services
- Served as a mentor/ training liaison to new employees
Caseworker
Hill Country Community Action Association
02.2021 - Current
- Maintained high level of client confidentiality, following strict guidelines, and recommendations.
- Monitored case progress for timely completion and compliance with applicable regulations.
- Assessed needs of each client and recommended appropriate services and resources.
- Conducted in-office visits to assess client progress and provided appropriate referrals.
- Recorded case notes and performed follow-up documentation for admitted and transferred patients; led both group and individual counseling sessions.
Customer Service Manager
Wal-Mart
06.2003 - 10.2005
- Problem Resolution
- Supervise Cashiers, Stockmen and Service Desk
- Conflict Management
Registered Financial Rep/Recruiting Specialist
First Investors Corporation
05.2002 - 10.2003
- Repeatedly met Sales Goals/Quota
- Assist Clients with Long-term financial Planning
- Project Manager in charge of recruiting new employees/Screening.
Education
MBA in Finance -
Keller Graduate School of Management
Charlotte, NCB.S. in Banking and Finance -
Johnson C. Smith University
Charlotte, NC01.2000
Skills
- Detail-Oriented
- Excellent Communication Skills
- Financial Planning Experience
- Computer Savvy
- Customer Service Oriented
- Formerly Series 7 and 63 Licensed
- Client Interactions
- Highly Effective Communication
- Service Assistance
Career Focus
Driven financial professional with extensive background in customer service. Strong ability to work within teams or individually, with the ability to multi-task under strict deadlines.
References
References available on request
Timeline
Caseworker
Hill Country Community Action Association
02.2021 - Current
Customer Service Representative Agent
Teleperformance
10.2018 - 12.2020
Investment Specialist/Officer
Bank of America/Merrill Lynch
10.2005 - 06.2012
Customer Service Manager
Wal-Mart
06.2003 - 10.2005
Registered Financial Rep/Recruiting Specialist
First Investors Corporation
05.2002 - 10.2003
MBA in Finance -
Keller Graduate School of Management
B.S. in Banking and Finance -
Johnson C. Smith University
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