Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

Katharine Cook

Lincoln,NE

Summary

Accomplished Internal Wholesaler with over 20 years of experience in related positions. Exceptional understanding the life insurance industry practices, products and customer needs. Superior relationship-builder and problem-solver.

Overview

9
9
years of professional experience

Work History

Sr. Internal Wholesaler

Ameritas
07.2019 - Current
  • Increase sales by developing and maintaining strong relationships with financial advisors.
  • Enhance financial advisors satisfaction by providing exceptional product knowledge and support in timely manner.
  • Streamline internal processes for more efficient communication between departments, improving overall productivity.
  • Collaborate with financial advisors to create customized investment solutions for their clients specific needs.
  • Provide ongoing training for sales team members, increasing overall product knowledge and expertise within department.
  • Monitor industry trends and competitor activity to stay ahead of market changes and maintain competitive edge.
  • Implement new CRM systems, streamlining sales processes and improving overall efficiency for team.
  • Contribute to team objectives in fast-paced environment.
  • Perform effectively in self-directed work environment, managing day-to-day operations and decisions.

Sr. Case Design Specialist

Premier Brokerage Services
03.2015 - 06.2019
  • Enhanced design quality by streamlining project workflows and implementing creative problem-solving techniques.
  • Developed innovative design concepts for various insurance companies, resulting in increased client satisfaction.
  • Collaborated with multidisciplinary teams to provide comprehensive design solutions for complex case designs.
  • Mentored junior designers, fostering professional growth and enhancing team productivity.
  • Optimized design processes by incorporating cutting-edge software tools and technologies.

Education

Bachelor of Science - Criminal Justice

University of Nebraska
Lincoln, NE
05.2007

Skills

  • Team Leadership
  • Relationship Building
  • Effective Communication
  • Employee Development
  • Conflict Resolution
  • Complex Problem-Solving
  • Change Management
  • Work Planning Prioritization
  • Task Delegation
  • SalesForce
  • Products Knowledge
  • Consultative Sales Skills

Licenses

Series 6

Series 63

NE Life and Annuity

NE Property and Casualty

Timeline

Sr. Internal Wholesaler

Ameritas
07.2019 - Current

Sr. Case Design Specialist

Premier Brokerage Services
03.2015 - 06.2019

Bachelor of Science - Criminal Justice

University of Nebraska

Similar Profiles

CREATE PROFILE
Katharine Cook