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, NE05.2007
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
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