Joanne Lauterbach
Dayton,OH
Summary
LinkedIn: https://www.linkedin.com/in/joanne-l-816aab22a/
Adaptable and motivated professional with a strong work ethic and a willingness to learn. Eager to take on new challenges across various industries, bringing a positive attitude, problem-solving skills, and a commitment to excellence. Quick learner with the ability to work independently or as part of a team to contribute effectively in any role.
Overview
9
9
years of professional experience
Work History
Financial Consultant
PFS Investments
01.2025 - Current
- Work with clients to help families become properly protected with life insurance, become debt-free, and plan for a financially independent future by saving for retirement
- Attained my Life Insurance License
Independent Market Partner
Monat Global
04.2021 - 01.2025
- Worked with a team to identify new targets, develop business, and present product lines to customers
- Used consultive sales approach via social media to understand customer needs and recommend products
Bartender
Old Scratch Pizza
03.2024 - 10.2024
- Prepared and served a variety of crafted alcoholic and non-alcoholic beverages, managed customer orders, and have been recognized for excellent customer service to ensure a positive experience for everyone in the restaurant
Financial Customer Associate
Fidelity Investments
01.2022 - 03.2023
- Attained my SIE License and answered outbound calls in the 401k department, working with different plans, processing withdrawals, loans, contributions, investment exchanges, and enrollment inquiries
Server/Bartender
Moraine Country Club
08.2021 - 01.2022
- Worked individually and as a team to set up bar and dining area for banquets and other events
- Took food and beverage orders and prepared a variety of crafted cocktails for members while maintaining great relationships
Administrative Assistant
Wenglor Sensoric, LLC
10.2019 - 04.2021
- Answered all phone calls, handling quotes and other customer concerns
- Processed credit references, invoicing, and statements
- Managed purchase orders as well as shipping and handling to customers
- Filed and kept track of all paperwork and company documents
Server
First Watch Daytime Cafe
06.2016 - 10.2019
- Enthusiastically greeted customers in the restaurant and delivered food and beverages promptly in order to maximize customer satisfaction
Education
B.S. - Organizational Leadership
Wright State University
01.2019
Skills
- SIE License
- Life Insurance License
- Microsoft Word and Outlook
- SAP
- Quickbooks
- FocusPoint
- Customer Service & Sales
Timeline
Financial Consultant
PFS Investments
01.2025 - Current
Bartender
Old Scratch Pizza
03.2024 - 10.2024
Financial Customer Associate
Fidelity Investments
01.2022 - 03.2023
Server/Bartender
Moraine Country Club
08.2021 - 01.2022
Independent Market Partner
Monat Global
04.2021 - 01.2025
Administrative Assistant
Wenglor Sensoric, LLC
10.2019 - 04.2021
Server
First Watch Daytime Cafe
06.2016 - 10.2019
B.S. - Organizational Leadership
Wright State University