Jeff Schroeder
Murray,UT
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Sales Agent
SelectQuote
Salt Lake City, UT
07.2023 - 01.2024
- Communicated with clients about status of supplement applications
- Enhanced customer satisfaction by addressing concerns promptly and providing personalized solutions.
- Developed strong client relationships through consistent communication and outstanding service.
- Built rapport, discovered client needs through fact-finding, proposed medicare solutions for 2025.
- Assisted clients with medicare supplement enrollment applications.
Digital Financial Relationship Advisor
Wells Fargo Advisors
Salt Lake City, UT
03.2011 - 05.2022
- Top performer in monthly new account openings and net new assets.
- Successfully facilitated all aspects of account opening process, including determining client needs through fact-finding, completing transfers, and making proper investment objective allocation.
- Collaborated with internal teams to address client needs and concerns effectively, ensuring high levels of satisfaction.
- Mentored junior Relationship Advisors, sharing best practices and fostering a supportive team environment.
- Proactively addressed potential client issues before escalation to preserve long-term relationships.
- Developed deep understanding of brokerage advisory, including mutual fund, ETF, REIT, bond and stock trading; incoming and outgoing ACAT transfers; incoming and outgoing ACH transfers; KYC, portfolio allocations, and investment objectives.
- Established referral relationships with bank branches through the United States to help clients achieve financial goals.
- Communicated with clients about status of trades, money transfers, and service requests.
Education
Bachelor of Science - Business Finance
University of Phoenix
Salt Lake City08.2017
Skills
- Customer Experience
- Client Relationship Management
- Professional Relationships
- Issue Resolution
- Sales Presentation
Accomplishments
- Achieved 500% yearly Net New Asset goals through building rapport, determining client needs, and completing new account funding.
- Leader among Flex Agents in 125 monthly completed enrollments for supplement policies.
- Collaborated well with clients, management, operations, colleagues, and compliance teams.
- Year-end client satisfaction score of 98.6, indicating highest level of client satisfaction.
Certification
- FINRA Series 7 & 66
- Utah Health Insurance License
- Commercial Lines Insurance License
Timeline
Senior Sales Agent
SelectQuote
07.2023 - 01.2024
Digital Financial Relationship Advisor
Wells Fargo Advisors
03.2011 - 05.2022
Bachelor of Science - Business Finance
University of Phoenix