Summary
Overview
Work History
Education
Skills
Certification
Affiliations
References
Timeline
Generic

Jacqueline Dunivan

Nevada,MO

Summary

Highly-motivated individual with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Seeking to procure a remote position in data entry.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Associate Financial Service Professional

WFG, World Financial Group
700 N. Brand Blvd, Suite 1100, Glendale, CA 91203
08.2023 - Current
  • Discussed financial needs and goals to present investment options aligned with clients' financial status.
  • Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
  • Collaborated closely with other departments within the organization to ensure compliance requirements are met.
  • Discussed client financial options to keep customers informed regarding transactions.
  • Answered questions from customers about their accounts and provided them with additional information as needed.
  • Analyzed customer financial data, such as income and expenditure levels, to identify suitable investment opportunities.
  • Promoted insurance and products to individuals and analyzed and determined financial viability and productivity of target products and services.
  • Cold-called potential clients to discuss available financial products and services.
  • Assisted with the preparation of marketing materials related to financial services offered by the firm.
  • Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
  • Guided customers toward upward credit mobility through good financial choices.
  • Applied strict company and regulatory standards when producing contracts and documentation.
  • Analyzed customer requirements and recommended efficient investment products.
  • Offered sound financial recommendations to promote financial security, moving clients to take action.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Participated in team meetings designed to discuss customer issues or develop new strategies for providing superior service.
  • Attended training sessions on financial planning topics in order to stay abreast of developments in the field.
  • Built positive and productive customer connections to drive consistent sales.
  • Established strong and positive working relationships within organization to contribute to team success.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Maintained updated knowledge through continuing education and advanced training.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

COTA-L

Outreach Occupational Therapy
5195 Magnolia Drive, Joplin, MO. 64772
08.2013 - Current
  • Documented assessments, treatment goals and patient's progress using standardized note writing format.
  • Attended continuing education courses related to occupational therapy practices and procedures.
  • Provided proper ambulation support to patients in need of mobility assistance.
  • Implemented patient treatment plans as established by licensed occupational therapists in support of patient goals.
  • Provided instruction in compensatory strategies designed to improve performance in daily living tasks.
  • Assisted Registered Occupational Therapist in evaluating program effectiveness and assessing patient progress.
  • Maintained accurate records of all services provided including progress notes, daily logs, quarterly assessments.
  • Taught patients to care for and use adaptive equipment.
  • Incorporated family involvement into treatment plans when necessary.
  • Promoted independence in activities of daily living by suggesting adaptions to activities.
  • Treated patients using established treatment plan under supervision of occupational therapists.
  • Facilitated therapeutic activities such as exercises and sensory integration techniques.
  • Designed home exercise programs based on each patient's specific needs.
  • Treated patients to improve fine motor and movement skills.
  • Completed comprehensive assessments to evaluate and identify patient needs, goals, and objectives.
  • Participated in case conferences and staffings with other healthcare professionals to discuss patient progress and plan for future treatments.
  • Selected, modified and customized adaptive equipment and assistive technology for patients.
  • Provided individualized interventions to promote functional independence and optimize the quality of life.
  • Instructed patients and families on skills, techniques and exercises for at-home rehabilitation.
  • Monitored progress over time and made appropriate modifications to treatment plans accordingly.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Collaborated with others to discuss new opportunities.
  • Organized and maintained rigorous schedules to pick up clients in an efficient manner to operate within productivity parameters.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Understood and followed oral and written directions.

Education

Associate of Applied Science - Occupational Therapy Assistance

Sanford Brown Business College
Hazelwood, MO
05-2009

Associate of Arts - General

Mineral Area College
Park Hills, MO
08-2007

Some College (No Degree) - Occupational Therapy

Maryville University of Saint Louis
St Louis, MO

Skills

  • Sales Quota Achievement
  • Customer Relationship Management
  • Account Documentation

Certification

Licensed Occupational Therapy Assistant in the state of Missouri-since 2010

Licensed Life Insurance Agent-in the state of Missouri and Kansas.

Affiliations

  • Beekeeping
  • Sunday School volunteer teacher
  • Praise and Worship Leader

References

References available upon request.

Timeline

Associate Financial Service Professional

WFG, World Financial Group
08.2023 - Current

COTA-L

Outreach Occupational Therapy
08.2013 - Current

Associate of Applied Science - Occupational Therapy Assistance

Sanford Brown Business College

Associate of Arts - General

Mineral Area College

Some College (No Degree) - Occupational Therapy

Maryville University of Saint Louis

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Jacqueline Dunivan