Mygnona Clarke
Licensed Specialist
Woodlynne,NJ
Summary
Forward-thinking Licensed Specialist bringing 15+ years of expertise in the Financial and Insurance Industry for sector businesses. A self-starter that follows best practices and delivers with minimal supervision. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. To secure a position that will utilize the expertise and experience of working in and running an office, meeting deadlines, which demands strong organizational and interpersonal skills along with exceptional customer service.
Overview
8
8
years of professional experience
Work History
Licensed Specialist (Remote)
Penn Mutual
10.2017 - 05.2023
- Followed all company policies and procedures to deliver quality work.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Interpreted clients' needs and introduced services to fit specific requirements.
- Assisted with staff training to enforce quality, safety and sanitation guidelines.
- Maintained current understanding of market conditions, compliance standards and best practices.
- Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
- Developed and managed relationships with key clients and partners to drive growth.
- Collaborated with internal departments to align marketing campaigns.
- Analyzed marketing data and trends to identify opportunities for improvement.
- Conduct regular audits of adviser, corporation and broker dealer licensing files to ensure accuracy and compliance regulatory requirements.
- Series 6 and Life, Health and Accident in PA & NJ.
- Great communication skills, written and verbal.
- Consistently exceeding processing deadlines
Licensed Banker
Citizens Bank
03.2015 - 12.2016
- Licensed in PA & NJ for Life Heath and Accident Insurance.
- Series 6
- Studying for Series 63
- Safe Registered
- Managing the team to meet sales goals , along with coaching around investment conversations.
- Meeting and exceeding sales goals.
- Setting appointments for additional opportunities and follow up for previous meetings.
- Profiling clients in order to determine long term goals, which would guarantee the client a successful legacy.
- Maintaining exceptional Customer Service while offering products that meet clients immediate and future needs.
- Constant focus on product knowledge and product offerings of competitors.
- Profiling Clients in order to determine their needs around Lending options. I.. Mortgage products, Home equity products, Personal lending, credit cards, Small business and Commercial Lending.
- Organizing morning huddles to focus on sales goals, expectations, daily focus and Customer score ratings.
- Personally rated with outstanding Customer Service scores.
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Opened, closed, and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Education
Bachelor of Science - Fashion Design
The Art Institute of Philadelphia
Philadelphia, PA08.2010
Skills
- Exceptional Customer Service
- Attention to detail
- Microsoft Office
- Excel
- DCM
- Multiple state regulatory websites
- Document Reviewing
- Management
- Data Entry
- Problem Selling Abilities
- Data Verification
- Contract Administration
Timeline
Licensed Specialist (Remote)
Penn Mutual
10.2017 - 05.2023
Licensed Banker
Citizens Bank
03.2015 - 12.2016
Bachelor of Science - Fashion Design
The Art Institute of Philadelphia
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