As a sales executive, I was responsible for helping my clients maximize their employee benefits programs. I assist them in their pursuit to better deliver benefits to their employees at the best possible cost, using innovation, best practices and my knowledge of the industry.
In addition, I was in charge of acquiring new client relationships, building on existing client relationships, and coordinating with my team of service managers to make sure all challenges and needs were handled properly and timely.
Sales Executive (Insurance Broker)
Ferris Benefits Group
01.2020 - 10.2020
(Firm acquired by FNIC)
See above for FNIC, as this was the same role for a larger company.
Financial Advisor
Northwestern Mutual
08.2019 - 01.2020
Developed personalized financial plans for clients, aligning investments with their long-term goals.
Analyzed market trends to provide strategic investment recommendations, enhancing portfolio performance.
Cultivated client relationships through regular communication and tailored financial advice, increasing client retention.
Evaluated risk management strategies for clients' portfolios, ensuring alignment with individual risk tolerance levels.
Consumer Loan Officer | Personal Banker
Pinnacle Bank
11.2017 - 08.2019
As a consumer loan officer I am responsible for developing and servicing consumer loans, including auto, residential mortgage loans, and unsecured personal loans. In order to do that job to the best of my abilities I must constantly analyze financial data and build budgeting spreadsheets projecting potential loan statistics that help me to determine which potential borrowers represent good risk opportunities.
As a personal banker I aid customers in opening, managing and optimizing their bank accounts and other products. I provide advisory services for clients regarding available financial services, and meet with potential customers to expand services and products offered.
Inside the branch I perform administrative duties such as hiring new employees, training them on their job requirements, providing everything they need to be successful, which keeps the branch running smoothly and efficiently.
Fitness Advisor
Genesis Health Clubs
04.2017 - 11.2017
As a fitness advisor, I was in charge of educating new and potential members on the benefits of regular exercise. Assessing and aligning members' fitness goals with the appropriate membership services by communicating and introducing them to the rest of my team.
Took lead in member retention activities, including follow-up texts, emails, and phone calls. I was named the top salesperson in my club in August 2017 and ranked third in the entire company.
Foreman
Roy Perry Construction
03.2016 - 03.2017
As foreman of a framing crew, I assigned duties and was responsible for monitoring the progress of our project and keeping it on track from a time and budgetary standpoint.
I set daily goals and coordinated activities to achieve those goals, making sure my team had all of the proper tools and supplies to keep our site running efficiently.
Salesman
Baxter Toyota of La Vista
06.2015 - 12.2015
As a salesman, I would meet and greet all customers when they arrived on the lot.
Assisting customers in finding a car that fits their needs. I oversaw: the negotiating of price; completing purchase or sales contracts; offering and explaining financing options, warranties and services, and collecting payments.