Hiawatha Mitchell
Middletown,Ohio
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of roles in dynamic, fast and slow paced settings.
Overview
7
7
years of professional experience
Work History
Personal Financial Planner
Self-Employed
08.2020 - Current
- Assisting clients to meet between 5%- 14% growths yearly or quarterly
- Collaborated with cross-functional teams to devise comprehensive wealth management solutions tailored to individual client needs.
- Improved client financial stability by developing personalized strategies and risk management plans.
- Educated clients on various investment options, empowering them to make informed decisions for their financial future.
Life and Health Insurance Agent
Bankers Life
02.2023 - 03.2024
- Quickly and thoroughly customer complaints to maintain professional relationships.
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation within the agency.
- Expanded customer base through effective networking, cold calling, and relationship-building strategies.
Assistant Manager
Waffle House
04.2017 - 03.2024
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Mentored team members to enhance professional development and accountability in workplace.
Remote Customer Service Representative
StarTek
03.2020 - 03.2023
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Education
High School Diploma -
Hamilton High School
Hamilton, OH05.2014
Skills
- Customer service and care
- Problem solving abilities
- Active Listening
- Microsoft Excel
- Microsoft Outlook
- CRM system proficiency
- Organizational Skills
- Time Management
- Adaptability
Timeline
Life and Health Insurance Agent
Bankers Life
02.2023 - 03.2024
Personal Financial Planner
Self-Employed
08.2020 - Current
Remote Customer Service Representative
StarTek
03.2020 - 03.2023
Assistant Manager
Waffle House
04.2017 - 03.2024
High School Diploma -
Hamilton High School
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