Joseph Nyetmor
Lancaster,TX
Summary
An experienced Financial and health licensed Consultant with background in sales and understanding of how to build client loyalty. I have a track record of providing personal financial advice to individuals and families in the area of retirement planning, college funds, investments, estate, tax planning and healthcare. My goal is to match customers with an insurance plan that fits their needs and budget.
Overview
8
8
years of professional experience
Work History
Independent Financial Professional
World Financial Group Wfg
02.2021 - Current
- Assess and identify customers needs over the phone.
- Make complex buying experience of life insurance, healthcare transparent and easy to navigate
- Effectively sell health insurance plans and products to customers.
- Demonstrate excellent customer service as the face of our business
- Effectively used Crump to access customer details and databases.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Developed and delivered financial presentations to drive client engagement.
Customer Relations Specialist
Jesus Calls International
09.2017 - 01.2022
- Serve as go-to point person for team members
- Provide all necessary support, identify and address urgent matters and ensure proper and timely follow-up
- Anticipate customer and store needs by constantly evaluating environment and customers for cues.
- Communicate information to manager so that team can respond
- Answer product and service questions, suggesting other offerings to attract potential customers.
- Strengthen customer relationships by listening to customer concerns and giving priority to service requirements.
- Directed incoming calls to internal personnel and departments, routing to best-qualified department.
Shift Supervisor
CVS Pharmacy
02.2015 - 08.2017
- Implement processes to reduce turnover by partnering with proprietors and store managers on effective communication skills with staff
- Articulately and diplomatically handle numerous phone calls, face to face communication and written correspondence while building positive rapport and fostering public relations
- Conduct daily operations in a professional environment and carry out policies that ensure timelines, efficiency and chain of information structure
- Responded to and resolved customer questions and concerns.
- Helped store management meet standards of service and quality in daily operations.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
Education
Bachelor of Arts - Business Administration
Dallas Baptist University
Dallas, TX12.2015
Skills
- Communication
- Quality Assurance
- Administrative Support
- Vendor Relations
- Administrative
- Customer centric
Timeline
Independent Financial Professional
World Financial Group Wfg
02.2021 - Current
Customer Relations Specialist
Jesus Calls International
09.2017 - 01.2022
Shift Supervisor
CVS Pharmacy
02.2015 - 08.2017
Bachelor of Arts - Business Administration
Dallas Baptist University