Gabriel K. Stacy
Montgomery,OH
Summary
Highly motivated and disciplined individual with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased revenue, improving buying experience and elevating company profile with targeted markets. Consistently recognized for sales performance and excellence in customer service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
10.2021 - Current
- Increased client satisfaction by providing personalized financial advice through insurance and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Continuous Improvement Specialist Internship
SugarCreek Packing Co
05.2021 - 08.2021
- Enhanced operational efficiency by identifying and implementing process improvement strategies.
- Established robust monitoring systems to track performance data, enabling informed decision-making around future continuous improvement efforts.
- Developed comprehensive project plans for continuous improvement initiatives, ensuring timely completion and successful outcomes.
Student Assistant
Wittenberg Mailroom
08.2019 - 12.2019
- Enhanced office efficiency by organizing and maintaining files, records, and resources.
- Increased department productivity through effective time management and prioritization of tasks.
- Balanced an on-campus job while being a full time student athlete.
Office Internship
WestPoint Financial Group
05.2018 - 08.2018
- Enhanced office efficiency by organizing and maintaining digital and physical files.
- Streamlined communication with clients by managing emails, phone calls, and scheduling appointments.
- Collaborated with team members on various projects, leading to increased productivity and success.
Education
Master of Science - Data Analytics
Wittenberg University
Springfield, OH07.2022
Bachelor of Arts - Business Marketing
Wittenberg University
Springfield, OH05.2021
Skills
- Client Relations
- Sales Expertise
- Insurance Sales
- Financial Planning
- Relationship Building and Management
- Networking Abilities
- Risk Management
- Time Management
- Self-Motivation
- Objection Handling
- Problem Solving
Certification
- Life and Health Licensed
- CRM Software
- Microsoft Word, Excel & PowerPoint
Timeline
Financial Advisor
Northwestern Mutual
10.2021 - Current
Continuous Improvement Specialist Internship
SugarCreek Packing Co
05.2021 - 08.2021
Student Assistant
Wittenberg Mailroom
08.2019 - 12.2019
Office Internship
WestPoint Financial Group
05.2018 - 08.2018
Master of Science - Data Analytics
Wittenberg University
Bachelor of Arts - Business Marketing
Wittenberg University
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