Haley Smith
Highland Village
Summary
Dynamic professional with a proven track record in relationship selling and sales management, honed at CHM Construction and Contracting. Excelled in networking and prospecting, significantly enhancing customer relations and leveraging cold-calling skills. Demonstrated adeptness in electronic record software, underscoring a blend of technical proficiency and interpersonal acumen.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Financial Consultant
TIAA
04.2025 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Salesperson
CHM Construction and Contracting
04.2023 - 03.2025
- Communicated product features, advantages, and benefits to customers.
- Utilized problem solving skills to identify customer needs and provide optimal solutions.
- Acquired extensive knowledge of product lines, pricing structures, and sales strategies.
- Called and met with regular and prospective customers to build long-term customer relationships and networks.
Model
JFA
06.2022 - 08.2024
- Promotion of products and services
- Corporate events, fundraisers, auctions, and banquets
- Networking
- Customer service
- Partnering with organizations and building rapport /relationships
Industrial Sales Director
Nova Medical
01.2022 - 04.2023
- Utilized CRM software to track leads, manage accounts, generate quotes, and monitor customer satisfaction ratings.
- Developed and implemented innovative sales strategies to increase revenue growth.
- Established relationships with key customers to increase brand loyalty and repeat business.
Scribe/Medical Assistant
Nuby Pediatrics
10.2021 - 12.2022
- Data entry of patient histories, physical examinations, medications, and other information into electronic charts
- Assist clinicians with all aspects of a high-volume pediatric clinic
- Evaluate & QC charts, documents
- Determine correct ICD-10 and CPT codes for use in medical records
- Highly proficient in electronic medical record software
AP Biology Tutor
Bradley Chiropractic
06.2021 - 08.2022
- Tutoring 2-3 students weekly
- Worked closely with students to improve grade point average in biological sciences coursework
- Met with students in person and via Zoom for study sessions
- Designed detailed charts, diagrams and illustrations of information and cell structures
Clerical Assistant
Bradley Chiropractic
06.2017 - 08.2019
- Duties included checking in patients, answering phone calls, filing insurance, sterilizing patient rooms, and helping with organization
- Assisted front office staff by taking initiative to help upper management and coordinate events
- Provided exemplary training in office procedures and policies to new employees
Clerical Assistant
SM Medical Communications
06.2017 - 08.2018
- Clerical duties such as organizing, taking phone calls, and filing
- Shadowing daily activities and patient interactions
Education
Bachelor of Science (B.S.) - Biology
Texas Tech University
Lubbock, TX, US05.2021
Skills
- CUSTOMER CARE
- CLIENT EDUCATION
- RELATIONSHIP BUILDING AND MANAGEMENT
- CALL CENTER EXPERIENCE
- PROBLEM-SOLVING
- CONFLICT RESOLUTION
- FINANCIAL ACUMEN
- CLIENT NEEDS ASSESSMENT
Certification
SECURITIES INDUSTRY ESSENTIALS
SERIES 6
SERIES 63
LIFE AND HEALTH INSURANCE LICENSE9 MULTI-STATE) - MULTIPLE ISSUERS
Timeline
Licensed Financial Consultant
TIAA
04.2025 - Current
Salesperson
CHM Construction and Contracting
04.2023 - 03.2025
Model
JFA
06.2022 - 08.2024
Industrial Sales Director
Nova Medical
01.2022 - 04.2023
Scribe/Medical Assistant
Nuby Pediatrics
10.2021 - 12.2022
AP Biology Tutor
Bradley Chiropractic
06.2021 - 08.2022
Clerical Assistant
Bradley Chiropractic
06.2017 - 08.2019
Clerical Assistant
SM Medical Communications
06.2017 - 08.2018
Bachelor of Science (B.S.) - Biology
Texas Tech University