Hi, I’m
Kevin R Graves
Royersford,PA
Summary
Experienced Medicare Sales Representative with over 14 years of experience in Medicare. Experienced in Medicare Advantage and Supplements. Excellent reputation for resolving problems and improving customer satisfaction.
Financial Advisor committed to helping clients achieve financial success. Specialties include investment strategy and portfolio management, as well as , wealth management strategies Ambitious, detail-oriented Financial Advisor providing superior service to prospects and existing clients. Adapts quickly to challenges and changing environments. Reliable finance professional with more than 13 years of experience in finance consulting and investments.
Overview
2025
years of professional experience
Work History
KRG Financial Group / Allstate/ Self Employed
Sales Representative
01.2021 - Current
Job overview
- Increased sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Attended advanced training sessions and conferences to increase product knowledge and productivity.
Carney Group/ BCBSRI
Customer Service Representative
12.2022 - 04.2023
Job overview
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Company Voice
Supervisor
08.2015 - 03.2020
Job overview
- Worked on various projects as supervisor within Company Voice
- Managed customer calls effectively and efficiently in complex, fast-paced and challenging call center environment
- Effectively managed high-volume of inbound and outbound customer calls
- Met or exceeded service and quality standards every review period
Apex Systems LLC/ The Results Company
Customer Service Representative
8 2013 - 12 2018
Job overview
- Last project worked on was Highmark Health Insurance
- Effectively managed high-volume of inbound and outbound customer calls
- Gathered and verified all required customer information for tracking purposes
- Defused volatile customer situations calmly and courteously
- Managed customer calls effectively and efficiently in complex, fast-paced and challenging call center environment
- Oversaw call center employees to ensure customer satisfaction goals were consistently met
New England Financial/Metlife
Financial Advisor
03.2007 - 09.2011
Job overview
- Explained and documented for clients types of services to be provided, and responsibilities to be taken by personal financial advisor
- Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability
- Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans
Self-employed
Income Tax Preparer
01.2007 - Current
Job overview
- Completed and filed returns with tax departments at local, state and federal levels.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
Education
Montgomery County Community CollegeBlue Bell, PA
Associate of Arts from Accounting And Business Management
06.2024
Skills
- Life accident and health licensed in 38 states
- Property and Casualty Licensed
- Financial Advising
- Retirement Planning
- Sales
- Salesforce Knowledgeable
Accomplishments
- Ambitious Financial Advisor determined to continually exceed expectations. Willing to take on added responsibilities to achieve desired results.
- Financial Advisor who leverages exceptional communication skills to build quality relationships with prospects, clients and small businesses .
- Well-established Financial Advisor adept at networking and creating valuable partnerships.
Timeline
Customer Service Representative
Carney Group/ BCBSRI
12.2022 - 04.2023
Sales Representative
KRG Financial Group / Allstate/ Self Employed
01.2021 - Current
Supervisor
Company Voice
08.2015 - 03.2020
Financial Advisor
New England Financial/Metlife
03.2007 - 09.2011
Income Tax Preparer
Self-employed
01.2007 - Current
Customer Service Representative
Apex Systems LLC/ The Results Company
8 2013 - 12 2018
Montgomery County Community College
Associate of Arts from Accounting And Business Management
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