Jenny Billings

• Utilized advanced software tools to analyze client data accurately, allowing for more precise retirement projections and recommendations.
• Educated clients about potential risks associated with specific investments or strategies, enabling well-informed decision making throughout the planning process.
• Worked closely with clients nearing retirement to review their plan''s progress and make any necessary adjustments to ensure a smooth transition into this next life phase.
• Continuously updated personal knowledge base by attending relevant industry conferences, workshops, and training sessions.
• Evaluated client risk tolerance levels to develop suitable asset allocation models aimed at achieving long-term financial goals.
• Delivered informative seminars and workshops on various aspects of retirement planning, increasing overall awareness and interest in our services.
• Developed and maintained strong relationships with clients to maximize satisfaction.

Senior customer Service Representative

• Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating systems, taking notes on calls, and answering inquiries from clients.
• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.