JIMEE SANDERS
Tuba City,AZ
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Dream Catcher Financial Solutions
Phoenix, AZ
06.2023 - 04.2024
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Ensured compliance with regulatory requirements and adherence to industry best practices.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Team Ambassador
Salad and Go
Chandler, AZ
01.2023 - 01.2024
- .Performed opening and closing duties such as setting up displays, restocking items, and cleaning the sales floor.
- Provided customer service support to ensure satisfaction.
- Rotated through series of different stations based on team needs.
- Assisted newly hired team members by explaining company procedures and safety requirements.
- Set specific goals for projects to measure progress and evaluate end results.
- Maintained positive working relationship with fellow staff and management.
- Monitored expiration dates on food items for freshness assurance.
- Employer and Supervisor: Frank Marshall, contact number (602)206-5488.
- Hours Per Week: 30-40 Hours; Pay: $15
Service Manager
Chipotle
01.2018 - 01.2021
- Collect data from supply, demand and compare to days end sales
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Established key performance indicators (KPIs) for the service team to measure success and productivity.
- Improved customer satisfaction ratings by listening to complaints and finding appropriate solutions to problems.
- Developed strategies for improving customer experience through enhanced product features or improved processes.
- Recruited and trained new employees to meet job requirements.
- Motivated and supported employees to maintain low turnover.
Education
High School Diploma -
McClintock High School
Tempe, AZ05-2020
Skills
- Product awareness
- Relationship builder
- Exceptional communication
- Performance improvement
- Team leadership qualities
- Scheduling
- Increasing savings
- Mutual funds
- Retirement needs
- Investment planning
- Developing financial plans
- Education funds
Certification
- Arizona License Insurance 07/01/2022 - 09/30/2025
- Insurance Producer,
- Accident and Health or Sickness (05/30/2024)
- Life (07/01/2022)
Timeline
Financial Advisor
Dream Catcher Financial Solutions
06.2023 - 04.2024
Team Ambassador
Salad and Go
01.2023 - 01.2024
Service Manager
Chipotle
01.2018 - 01.2021
High School Diploma -
McClintock High School
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