Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Lekiesha Allen

Philadelphia,PA

Summary

Results-driven professional with extensive experience in financial services and customer engagement. Skilled in improving operational efficiency and meeting sales targets, with a strong focus on client satisfaction and tailored financial advice.

Overview

24
24
years of professional experience

Work History

Financial Services Representative

Premier Marketing
Nebraska City, NE
01.2020 - Current
  • Delivered exceptional customer service by addressing client inquiries and resolving issues efficiently.
  • Processed financial transactions accurately, ensuring compliance with regulatory standards and company policies.
  • Educated clients on financial products and services, enhancing understanding and promoting informed decision-making.
  • Collaborated with team members to streamline processes, improving overall operational efficiency and client satisfaction.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Increased client satisfaction by providing tailored Life Insurance and Annuity advice.

Customer Engagement Specialist

Philadelphia Mattress Company
Philadelphia, PA
01.2003 - 12.2025
  • Enhanced customer experience through tailored product recommendations and personalized service.
  • Developed customer engagement strategies to improve satisfaction and loyalty metrics.
  • Collaborated with sales team to streamline communication and address customer inquiries effectively.
  • Sales of mattresses and products over the phone.
  • Met monthly sales metrics
  • Responsible for internal projects for the company

Financial Services Representative

New York Life Insurance Co
Mt. Laurel, New Jersey
01.2018 - 01.2019
  • Identified opportunities to cross-sell products, resulting in increased revenue for the insurance company.
  • Organized community financial literacy programs, boosting company's brand presence and attracting new clients.
  • Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
  • Educated clients on financial topics and best practices for life insurance.

Education

Bachelor of Arts - Business Organizational Leadership

Claremont Lincoln University
Claremont, CA
06-2028

Skills

  • Financial services
  • Customer relationship management
  • Cash handling
  • Project Management
  • Sales goals
  • Account retention

Languages

English
Full Professional

Timeline

Financial Services Representative

Premier Marketing
01.2020 - Current

Financial Services Representative

New York Life Insurance Co
01.2018 - 01.2019

Customer Engagement Specialist

Philadelphia Mattress Company
01.2003 - 12.2025

Bachelor of Arts - Business Organizational Leadership

Claremont Lincoln University
Lekiesha Allen