Julie Assink
Yakima,WA
Summary
Financial Representative at Northwestern Mutual, adept in client servicing and risk analysis, enhanced market share through strategic portfolio management and relationship building. Spearheaded teams at Cellular Sales and Champs Sports, driving sales growth and operational efficiency. Proven track record in improving customer service and financial performance.
Overview
9
9
years of professional experience
Work History
Financial Representative
Northwestern Mutual
Yakima, WA
05.2024 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Handled incoming payments and outgoing disbursements.
- Reviewed community and industry markets to increase number of clients and expand overall market share.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Team Leader
Cellular Sales
Yakima, WA
01.2018 - 04.2024
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Communicated KPIs outlined in annual plan to inform employees of expectations and deliverables.
- Monitored time and attendance, enforcing compliance with company procedures relating to absenteeism.
- Reviewed, implemented and updated company records related to team activities for future reference.
- Promoted high standerds through personal example to help each member understand expected behavious and standards.
- Managed leave requests and absences and arranged covers to facilitate smooth flow of operations.
- Assisted in recruitment to build team of top performers.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Educated staff on organizational mission and goals to help employees achieve success.
- Evaluated customer needs and feedback to drive product and service improvements.
Store Manager
Champs Sports
Bellingham, WA
04.2015 - 09.2017
- Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
- Approved regular payroll submissions for employees.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Supervised guests at front counter, answering questions regarding products.
- Managed inventory control, cash control, and store opening and closing procedures.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Rotated merchandise and displays to feature new products and promotions.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Assisted with hiring, training and mentoring new staff members.
- Interacted well with customers to build connections and nurture relationships.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Reduced operational risks while organizing data to forecast performance trends.
Education
Associate Of Arts -
Edmonds Community College
Lynnwood, WA08.2014
Skills
- Client servicing
- Selling techniques
- Financial reviews
- Risk Analysis
- Portfolio Management
- Debt management
- Presentation Development
- Sales expertise
- Account Management
- Appointment Scheduling
- Cash Flow analysis
- Relationship Building
- Customer Service
Timeline
Financial Representative
Northwestern Mutual
05.2024 - Current
Team Leader
Cellular Sales
01.2018 - 04.2024
Store Manager
Champs Sports
04.2015 - 09.2017
Associate Of Arts -
Edmonds Community College