Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jenna Wissel

Columbus

Summary

A seasoned life insurance agent and administrative assistant with analytical skills, building client relationships, and incorporating administrative skills to McCash Financial Group, I am seeking in leveraging these skills into transitioning to sales. I'm eager to apply these skills into a new team dynamic.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Client Relations

McCash Financial Group, LLC
07.2024 - Current


  • Assisted advisors with completing daily office tasks to increase efficiency.
  • Participated in professional development opportunities such as continuing education and conferences to stay informed on best practices in the industry and current life insurance products.
  • Crafted clear, informative illustrations to explain benefits and policy features.
  • Established trust with clients by follow-up communications and updates with their insurance products.


Server

Jasper Kitchen and Grill
10.2024 - 05.2025
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.

Intern

McCash Financial Group
06.2023 - 08.2023
  • Gained hands-on experience in the financial planning field by working close with the advisors and office manager.
  • Problem solve with case studies of clients with what products are suitable for them.
  • Learned the new CRM - RedTail.
  • Received my Life and Health Insurance License.

Server

Harbor Chase Assisted Living
02.2022 - 10.2024
  • Demonstrated strong multitasking skills by caring for multiple residences with their drinks and meals.
  • Learning all the residences names to establish a relationship and positive environment.
  • Collaborated with team members during busy shifts and events for efficient workflow.
  • Maintained a clean and orderly dining area for an enjoyable guest experience.

Education

Bachelor of Science - Finance

University of Dayton
Dayton, OH
05-2024

Skills

  • Client relations
  • Administrative support
  • Time management
  • Documentation and recordkeeping

Certification

  • Securities Industry Essentials (SIE)
  • Life and Health Insurance License

Timeline

Server

Jasper Kitchen and Grill
10.2024 - 05.2025

Client Relations

McCash Financial Group, LLC
07.2024 - Current

Intern

McCash Financial Group
06.2023 - 08.2023

Server

Harbor Chase Assisted Living
02.2022 - 10.2024

Bachelor of Science - Finance

University of Dayton

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