Summary
Overview
Work History
Education
Skills
Websites
Honors And Awards
Timeline
Generic

Nicole Parkinson

Verona

Summary

Business professional with strong foundation in administrative and support roles. Known for enhancing office productivity and supporting key business functions through efficient organization and communication. Focused on team collaboration and results, adaptable to changing business needs. Skilled in calendar management, document preparation, and client relations.

Overview

3
3
years of professional experience

Work History

Life Insurance Specialist

American Family Insurance
09.2024 - Current
  • Conducted timely follow-ups with prospective clients to capitalize on sales opportunities and drive revenue growth.
  • Analyzed clients'' needs and financial goals, recommending suitable life insurance policies accordingly.
  • Expanded client base through effective networking and relationship building with potential customers.
  • Educated clients on various life insurance products, enabling informed decision-making and tailored coverage options.
  • Streamlined application processes, improving efficiency and reducing processing times for new policies.

Branch Manager Trainee

Regional Finance
05.2024 - 09.2024
  • Boosted staff productivity with comprehensive training programs, clear expectations, and regular feedback sessions.
  • Increased customer satisfaction with proactive problem-solving and attentive service.
  • Collaborated with senior management to make informed decisions regarding branch growth potential and resource allocation.
  • Managed a portfolio of personal loans, monitoring repayment progress and proactively addressing delinquencies.
  • Processed loan applications and monitored progress from start to finish.

Associate Banker

BMO
12.2023 - 05.2024
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Balanced teller drawers and ATM cash.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Cross-sold credit cards, loans and other bank products.
  • Handled various accounting transactions.

Sales Representative

GNC
06.2022 - 02.2024
  • Handle and balance cash drawer
  • Listen to customers to help them achieve their goals
  • Sell nutritional products specific to customer’s fitness/wellness goals
  • Stock nutritional items per store policy
  • Shipment handle
  • Increase store sales to become the number one store in the district

Financial Representative Intern

Northwestern Mutual
05.2023 - 08.2023
  • Networking to build clientele
  • Professional phone calls to set up meetings
  • Create financial plans to fit clients’ goals
  • Participate in face-to-face/virtual meetings

Education

BS - Business Management

Edgewood College
Madison, WI
05-2024

Economics and Pre-Business

Madison College
Madison, WI
01.2022

Skills

  • Microsoft Office Suite
  • TPSS/TPT
  • Problem solving
  • Ability to adapt to uncertainty
  • Client relationship management
  • Banking operations
  • Loan application/processing/closing
  • Life Insurance application/processing/closing
  • Client needs analysis
  • Cross-selling techniques
  • Network expansion
  • Team leadership
  • Time management

Honors And Awards

  • Dean’s list at Madison College
  • Honors roll at Edgewood College
  • Dean’s list at Edgewood College
  • Academic scholarship from Edgewood College
  • Magna Cum Laude Edgewood College

Timeline

Life Insurance Specialist

American Family Insurance
09.2024 - Current

Branch Manager Trainee

Regional Finance
05.2024 - 09.2024

Associate Banker

BMO
12.2023 - 05.2024

Financial Representative Intern

Northwestern Mutual
05.2023 - 08.2023

Sales Representative

GNC
06.2022 - 02.2024

Economics and Pre-Business

Madison College

BS - Business Management

Edgewood College

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Nicole Parkinson