Summary
Overview
Work History
Education
Skills
Websites
Certification
Social Networks - Linkedin
Skills
Timeline
Generic

Markist Athelus

Frisco,US

Summary

Seasoned UX Researcher with a robust background at Primerica Financial Services, where I spearheaded initiatives that boosted agent productivity by 15%. Expert in usability testing and qualitative research, I excel in transforming user feedback into actionable insights. My leadership in team management and client relations significantly enhances project outcomes and operational efficiency.

Overview

22
22
years of professional experience
1
1
Certification
2
2
years of post-secondary education

Work History

UX Researcher

Primerica Financial Services
08.2017 - 07.2024
  • Conducted comprehensive UX research initiatives, including user interviews, surveys, and usability testing, resulting in a 15% increase in agent productivity
  • Created user personas, journey maps, and user flows to enhance the digital experience and reduce onboarding time by 25%
  • Led the development of self-help features, reducing support requests by 30% and increasing agent satisfaction by 20%
  • Optimized platform design through A/B testing, competitive analysis, and heatmap analysis, ensuring industry-leading usability and functionality
  • Improved information architecture using card sorting techniques, enhancing navigation and content accessibility

UX Researcher / Financial Advisor

Primerica Financial Services
02.2010 - 07.2024
  • Managed a high-performing team, driving sales growth across life insurance, retirement planning, and investment products
  • Delivered tailored financial solutions, empowering clients to achieve financial independence through strategic planning
  • Designed and executed training programs for agents, fostering professional development and enhancing overall performance
  • Maintained compliance with regulatory standards and industry trends, ensuring client trust and business integrity
  • Licensed in life & Health insurance, and securities (Series 6, 26, 63, Public Notary)

UX Researcher

Total Stop, Inc
06.2004 - 02.2010
  • Spearheaded research initiatives to improve agent and client digital tools, increasing ease of use by 30%
  • Conducted competitive analysis and usability testing to drive design improvements and boost user engagement by 25%
  • Integrated user feedback into platform development, enhancing overall satisfaction and operational efficiency

UX Researcher

United Health Care
05.2002 - 02.2004
  • Delivered user-centric solutions by developing personas and journey maps, driving customer satisfaction
  • Conducted usability assessments to align digital tools with user expectations, increasing engagement metrics
  • Collaborated with technical teams to integrate research insights into web and mobile platforms

Education

Business Administration - Management

University of Phoenix
04.2021 - 01.2023

Skills

  • Usability Testing
  • Qualitative Research
  • Quantitative Research
  • A/B Testing
  • Heuristic Evaluation
  • Persona Development
  • Journey Mapping
  • Financial Planning
  • Investment Strategies
  • Agile Methodologies
  • Sales Management
  • Client Relations

Certification

  • Series 6
  • Series 63
  • Series 26
  • Life & Health Insurance License
  • Texas Public Notary

Social Networks - Linkedin

http://www.linkedin.com/in/markist/

Skills

10 years, 10 years, 10 years, 10 years, 10 years, 10 years, 10 years, 10 years, 10 years, 10 years, 10 years, 10 years

Timeline

Business Administration - Management

University of Phoenix
04.2021 - 01.2023

UX Researcher

Primerica Financial Services
08.2017 - 07.2024

UX Researcher / Financial Advisor

Primerica Financial Services
02.2010 - 07.2024

UX Researcher

Total Stop, Inc
06.2004 - 02.2010

UX Researcher

United Health Care
05.2002 - 02.2004
Markist Athelus