Harry Walker
St Louis,MO
Overview
5
5
years of professional experience
1
1
Certification
Work History
Inside Sales Representative/Account Manager
Konica Minolta Business Solutions
Boston, MA
01.2023 - 07.2024
- Conducted outbound calls to existing clients to upsell products or services.
- Generated leads through cold calling potential clients.
- Maintained detailed records of customer interactions, orders and account status updates.
- Cross-sold additional products or services based on customer needs.
- Negotiated contracts with customers regarding price, delivery terms, payment terms and other conditions.
Financial Services Representative
Charter Oak Financial
Springfield, MA
02.2022 - 11.2022
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Engaged in ongoing training and education to acquire knowledge of financial products and services.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
Design Center Analyst
Charter Oak Financial
Hamden, CT
06.2020 - 08.2020
- Established visual direction of branded marketing material in digital and print.
- Implemented seamless transitions from initial client meetings to plan proposals.
- Guided decision making among our design strategies for easier advisor-client relationships.
Wealth Management Intern
Charter Oak Financial
Hamden, CT
06.2019 - 08.2019
- Assisted financial planners with research and collecting data.
- Attended internal and external partner sessions to gain financial product knowledge.
- Provided administrative support to team of wealth management experts creating advice-based solutions.
Education
Bachelor of Science - Economics
Miami University
Oxford, OH12.2021
Skills
- Cash Flow Planning
- Client Relationship Building
- Financial Analysis
- Product and Service Knowledge
- Time Management
- Detail-Oriented
Certification
- Connecticut Licensed Life, Accident, and Health Insurance Agent
- Massachusetts Licensed Life, Accident, and Health Insurance Agent
- Florida Licensed Life, Accident, and Health Insurance Agent
Interests
My hobbies and interests include playing basketball, golfing, skiing, fishing, horseback riding, watching sports and movies, reading and history.
Timeline
Inside Sales Representative/Account Manager
Konica Minolta Business Solutions
01.2023 - 07.2024
Financial Services Representative
Charter Oak Financial
02.2022 - 11.2022
Design Center Analyst
Charter Oak Financial
06.2020 - 08.2020
Wealth Management Intern
Charter Oak Financial
06.2019 - 08.2019
Bachelor of Science - Economics
Miami University
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