Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Gregg Waris

Kimberly,AL

Summary

Recently relocated Economics degreed professional with extreme experience in customer service, managing volatile situations, performing duties 100% accurately, highly versed in sales and sales methodologies. Looking for a position w/a growing, respectable, honest business either in customer service, management, or possibly sales, depending on the specific company.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Stock Trader

Self-employed
Kansas City, MO
03.2012 - Current
  • Maintained relationships with clients long term.
  • Assessed hourly market conditions to look for hedge and arbitrage opportunities, performed due diligence on myriad stocks.
  • Delivered expert analysis of market conditions by gathering key data, analyzing trends, and offering comprehensive evaluations.
  • Successfully managed $1 million dollar position from 2014-2018.
  • First point of contact for all trading activity.
  • Distributed relevant market information to clients.

Senior Resource Manager

TD Ameritrade Inc.
Fort Worth, TX
05.2010 - 02.2012
  • Main company-wide customer escalation resource.
  • Took calls from world-wide disgruntled customers.
  • Able to understand very complex issues and quickly and succinctly resolve them, used critical thinking to break down problems, evaluate solutions and make decisions.
  • Unflappable under stress.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Intense knowledge of trading issues.

Independent Commercial Business Insurance Agent

Self-employed
KANSAS CITY, MO
09.2008 - 01.2010
  • Continued to broker commercially after leaving previous employer, Oliver Insurance.
  • Left Oliver after job description drastically changed to new format..
  • Ran numbers, quoted businesses, and found client best price from approximately 15 insurance carriers we utilized.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Calculated premiums and established payment methods for sales.
  • Basic continuation of what I did at Oliver before they changed their business model.
  • Wrote policies for 17 different entities after Oliver.

Commercial Insurance Broker

Oliver Insurance Agency
Overland Park, KS
09.2006 - 09.2008
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Sold various insurance products to individuals and businesses within assigned territory using consultative selling techniques.
  • Obtained underwriting approval by completing application for coverage accurately.
  • Worked with businesses of all sizes and variations.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments, wrote 75k in new business in 1st year.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Obtained underwriting approval by completing application for coverage.

Education

Bachelor of Arts - Economics

University of Missouri - Columbia
Columbia, MO

Skills

  • Critical Thinking
  • Interpersonal Communication Skills
  • Team player
  • Customer Satisfaction
  • Data Analysis
  • Cold Calling
  • Customer Support
  • Complex Problem-Solving
  • Time Management
  • Customer Relationship Management
  • Customer Loyalty
  • Customer Communication

Certification

Have acquired KS and MO insurance licenses, Series 7 and 63, past FINRA member, graduate of The Hartford School of insurance. Besides having a BA Economics, possessor of minors in Math, Science, History, English, Psychology and Latin.

Affiliations

University of Missouri Alumni Assoc.

Delta Upsilon fraternity



Timeline

Stock Trader

Self-employed
03.2012 - Current

Senior Resource Manager

TD Ameritrade Inc.
05.2010 - 02.2012

Independent Commercial Business Insurance Agent

Self-employed
09.2008 - 01.2010

Commercial Insurance Broker

Oliver Insurance Agency
09.2006 - 09.2008

Bachelor of Arts - Economics

University of Missouri - Columbia

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Gregg Waris