Marvin Koffron
Cedar Rapids,IA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Currently an Internal Sales Support Representative with a bit of levity creating a mutual understanding to build a relationship.
Overview
34
34
years of professional experience
1
1
Certification
Work History
REGIONAL RETIREMENT CONSULTANT
TRANSAMERICA
09.2016 - Current
- Role is to develop and foster relationships with Advisors and Third Party Administrators. Position supports 2 territorial sales representatives, wholesaling 401k's and other financial products to employers. Handle running proposals, follow up calls, webinars, prospecting for new territory contacts, and service issues.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Quality Control Technician
Ingression Incorporated
11.2015 - 09.2016
- Evaluated samples against standards by completing visual inspections, and other established tests.
Manager /Automotive Parts Specialist
K's Acres Auto / CC Recycling
10.1990 - 08.2015
- Managed staff of 8 employees to be productive and engaged in work.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained professional, organized, and safe environment for employees and patrons.
Education
No Degree - Customer Service
Kirkwood Community College
Cedar Rapids, IA07.2016
Skills
- DocuSign
- Salesforce
- Microsoft Teams
- Outlook
- Excel
- Word
Certification
- Series 65, 2024
- Life, 2023
- Series 63, 2022
- Series 6, 2021
- SIE, 2021
- FSRI, 2018
- Customer Service Certification, 2016
- NCRC (Silver), 2015
Personal Information
I volunteer in my community and take part in any company involvement within it. I look forward to sharing my story and creating a new chapter.
Timeline
REGIONAL RETIREMENT CONSULTANT
TRANSAMERICA
09.2016 - Current
Quality Control Technician
Ingression Incorporated
11.2015 - 09.2016
Manager /Automotive Parts Specialist
K's Acres Auto / CC Recycling
10.1990 - 08.2015
No Degree - Customer Service
Kirkwood Community College