Kai Teubner
St Louis,MO
Summary
Focused financial professional with in-depth understanding of Insurance. Well-versed in managing schedules, payments, and documents. Excellent multitasker with expertise in CRM.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
St. Louis , MO
11.2023 - Current
- Assisted clients in understanding complex investment concepts and terminology.
- Provided timely responses to customer inquiries about financial products and services.
- Worked with customers to determine needs, evaluate financial means, and check eligibility for products or services.
- Maintained up-to-date knowledge of industry trends and regulations.
Warehouse Worker
Forshaw Of St. Louis
St Louis, MO
05.2023 - 08.2023
- Prepared and completed warehouse orders for delivery or pickup according to schedule.
- Kept shelves, workstations and pallet areas neat and tidy to maintain safe work environment.
- Organized warehouse space for efficient storage of products.
- Moved large and bulky items manually or with pallet jacks or forklifts.
Host
Katies Pizza and Pasta
St Louis, MO
08.2021 - 04.2022
- Greeted guests and gathered information to seat groups or place on waitlist.
- Maintained cleanliness of lobby area, including wiping down tables and chairs.
- Provided excellent customer service by anticipating customer needs.
Education
Perusing A Degree in Business -
University of Mississippi
University, MS05-2026
High School
Chaminade College Prep
St Louis, MO05-2022
Skills
- Service Referrals
- Service Connections
- Selling Techniques
- Customer Service
Affiliations
- Played at a High level of Hockey in St. Louis and frequently traveled for it
- Played soccer and golf
Certification
- Successfully passed my Life and Health insurance exam
Timeline
Financial Representative
Northwestern Mutual
11.2023 - Current
Warehouse Worker
Forshaw Of St. Louis
05.2023 - 08.2023
Host
Katies Pizza and Pasta
08.2021 - 04.2022
Perusing A Degree in Business -
University of Mississippi
High School
Chaminade College Prep
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