Summary
Overview
Work History
Education
Skills
Timeline
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Margaret (Chelli) Draughon

Mabank,TX

Summary

To work for a growing innovative, and demanding company within the financial industry that offers challenging opportunities to assist clients in achieving their financial goals

Overview

19
19
years of professional experience

Work History

Financial Advisor

Edward Jones
07.2012 - Current
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Monitored and updated financial plans to comply with client goals.

Outside Sales Representative

LSS Digital
10.2011 - 06.2012
  • Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
  • Established new accounts through cold calling and personal visits to potential customers.
  • Negotiated terms and contracts with clients to maintain profitable sales.
  • Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.

Sales Representative

Sprint Wireless
12.2008 - 10.2011
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Trained and mentored new sales representatives.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.

Branch Manager

Amarillo Community Federal Credit Union
11.2004 - 11.2008
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Submitted loan applications to underwriter for verification and recommendation.

Education

Bachelor of Arts - Business Administration

Midwestern State University
Wichita Falls, TX
12.1998

Skills

  • Banking
  • Business Development
  • Financial Knowledge
  • Credit Approval and Denial
  • Loan Processing
  • Client Satisfaction

Timeline

Financial Advisor

Edward Jones
07.2012 - Current

Outside Sales Representative

LSS Digital
10.2011 - 06.2012

Sales Representative

Sprint Wireless
12.2008 - 10.2011

Branch Manager

Amarillo Community Federal Credit Union
11.2004 - 11.2008

Bachelor of Arts - Business Administration

Midwestern State University

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Margaret (Chelli) Draughon