Jennifer Rodriguez
Lutz,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude with a dedication to quality and customer satisfaction. Willingness to take on added responsibilities to meet team goals.
Overview
32
32
years of professional experience
Work History
Sr. Registered Sales Associate
Raymond James & Associates
06.2013 - Current
- Exceeded quarterly sales targets consistently through the effective execution of tailored marketing campaigns and persistent client engagement efforts.
- Managed daily tasks efficiently, prioritizing workload based on urgency and importance of requests from clients or management teams.
- Facilitated the onboarding process for new clients, diligently collecting necessary documentation and setting up accounts.
- Developed customized financial plans tailored to individual client needs, resulting in increased customer satisfaction and retention rates.
Internal Wholesaler
Raymond James Insurance Group
11.2009 - 06.2013
- Provided superior service to customers by quickly responding to requests, suggestions and concerns.
- Documented business processes and analyzed procedures to align with changing business needs.
- Worked with External Wholesaler and Financial Advisors selling insurance products
- Consulted with clients after sales or contract signings to execute policies and provide ongoing support.
Registered Representative
MetLife
01.2007 - 11.2009
- Assessed the suitability of potential investments by analyzing clients'' financial circumstances and risk tolerance, ensuring appropriate recommendations were made.
- Streamlined internal processes by implementing more efficient systems for managing client information and tracking ongoing transactions.
- Educated prospective clients about the benefits of working with a Registered Representative, converting leads into loyal customers over time.
- Identified new business opportunities by networking within the local community and attending industry events, leading to an expanded client base.
Quality Consultant
Aetna
03.1992 - 12.2006
- Led company-wide initiatives aimed at improving overall compliance rates with industry standards.
- Developed training programs to enhance employees'' understanding of quality standards and expectations.
- Performed detailed data analysis to identify trends, uncovering opportunities for further enhancements in product quality or operational efficiencies.
Education
High School Diploma -
Chamberlain High School
Tampa, FL05.1990
Skills
- Goal-Oriented
- Client Relationship Management
- Team training and development
- CRM proficiency
Hobbies
Volunteer at Grace Family Church
Sports
Beach
Travel
Timeline
Sr. Registered Sales Associate
Raymond James & Associates
06.2013 - Current
Internal Wholesaler
Raymond James Insurance Group
11.2009 - 06.2013
Registered Representative
MetLife
01.2007 - 11.2009
Quality Consultant
Aetna
03.1992 - 12.2006
High School Diploma -
Chamberlain High School
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