Summary
Overview
Work History
Education
Skills
Languages
Certification
Affiliations
Timeline
Generic

Marah Daus

Rio Rico,AZ

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Services Advisor

Primerica
Goodyear, AZ
02.2022 - Current
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Coordinated and participated in group presentations on financial services to attract new clients.
  • Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Interviewed job applicants to obtain information on work history, education or job skills.
  • Maintained current knowledge of equal employment opportunity and affirmative action guidelines and laws.

FC Associate

Amazon Robotics
Goodyear, AZ
12.2020 - 05.2023
  • Kept track of expiration dates on products stored in the warehouse.
  • Picked customer orders to sort, pack and prepare orders for shipment.
  • Moved stock and other materials to and from storage and production areas and loading docks.
  • Reported discrepancies between physical count and computer records immediately to supervisor and manager.
  • Maintained a safe, clean, and organized work environment at all times.
  • Scheduled large shipments and planned logistics to reserve sufficient storage space for incoming items.
  • Identified damaged goods received as part of the shipment process and reported them accordingly.
  • Followed safety procedures while operating powered industrial vehicles.
  • Delivered or routed materials to departments using handtruck, conveyor or sorting bins.

Education

Associate of Arts -

Arizona State University
Tempe, AZ

Skills

  • Bilingual - Fluent in Spanish and English
  • Financial Services
  • Life Insurance
  • Regulatory Compliance
  • Customer Relationship Building
  • Communication Skills

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Certification

  • Arizona Life Producer
  • CPR

Affiliations

  • I am building a collection of self improvement books.
  • During my free time I enjoy painting and drawing.
  • I worked a full-time job and did financial services part-time for 1.5yrs.

Timeline

Financial Services Advisor

Primerica
02.2022 - Current

FC Associate

Amazon Robotics
12.2020 - 05.2023

Associate of Arts -

Arizona State University

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Marah Daus