Octavius Johnson
Houston
Summary
Highly motivated individual with experience helping individuals and families achieve financial goals. Proven track record of success in helping clients reduce debt, build savings and increase net worth. Adept at developing and implementing customized financial plans to meet unique goals and objectives of each client. Reliable worker with excellent communication, time management, and computer skills. A driven and detail-oriented individual with a desire to use analytical and problem-solving skills to meet goals. Seeking to utilize excellent communication, interpersonal, and organizational skills to complete tasks. Reliable with a good work ethic and the ability to quickly adapt to new tasks and environments. Highly organized and detail-oriented worker, with a drive to exceed expectations. Ability to analyze data, develop strategies, and provide solutions to complex problems.Seeking to leverage skills and knowledge to contribute to team success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Voyager Global Mobility
Houston
01.2025 - Current
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Maintained a high level of professionalism when dealing with difficult customers.
- Answered inbound calls, chats and emails to facilitate customer service.
- Managed communication between customers and the organization.
- Facilitated communication between members, staff, volunteers, vendors.
- Kept areas clean, neat, and inspection-ready to comply with product guidelines.
Personal Financial Representative
Primerica
Houston
05.2023 - Current
- Prepared and interpreted for clients information, such as investment performance reports, financial document summaries, and income projections
- Recommended to clients strategies in cash management, insurance coverage, investment planning, and other areas to help them achieve financial goals
- Analyzed customer portfolios and identified opportunities for growth and diversification of assets
- Developed long-term relationships with clients by providing personalized service and sound financial advice
- Answered clients' questions about purposes and details of financial plans and strategies
- Managed client portfolios, kept client plans up-to-date
- Provided efficient and courteous service to customers at all times
- Developed departmental objectives, budgets, policies, procedures, and strategies
- Skilled in using various software applications and programs including Microsoft Office and Adobe Creative Suite
- Experienced with social media and communications platforms
- Focused on learning new skills and staying updated with industry changes
- Developed retirement strategies tailored to each individual client's needs and objectives.
- Prepared customized investment portfolios based on clients' risk tolerance, goals, and time horizons.
- Developed financial plans for clients to help them achieve their long-term goals.
- Built strong relationships with clients through effective communication skills.
Merchandiser
Silver Eagle Distributor
Cypress
08.2024 - 01.2025
- Developed visual merchandising strategies to optimize product displays and increase sales
- Developed and maintained relationships with key retail partners to ensure successful product launches
- Utilized data analytics tools to optimize product placement across multiple channels
- Provided efficient and courteous service to customers at all times
- Focused on learning new skills and staying updated with industry changes
- Skilled in using various software applications and programs
Fulfillment Expert Warehouse
US
Humble
11.2019 - 06.2024
- Created reports on order fulfillment performance metrics such as cost per order, turnaround time
- Analyzed order history trends to forecast future demand for products
- Used forklifts and pallet jacks to transport items to staging areas or loading docks
- Trained new team members on proper use of equipment and safety protocols within the warehouse environment
- Utilized warehouse management system software to manage product inventory levels
- Reported material locations using bar code inventory system
- Used ID tags, stamps, and electronic marking tools to mark stock items
- Worked with coworkers to complete tasks
- Identified ways to improve efficiency in operations and implemented process changes
Customer Service Representative
Academy Sports and Outdoors
Houston
10.2017 - 01.2020
- Handled escalated calls professionally by listening carefully to the needs of each individual customer before offering appropriate solutions
- Collaborated with colleagues to develop strategies for increasing customer loyalty and retention rates
- Logged details of customer service calls in computer system following correct protocols
- Performed data entry tasks accurately and in a timely manner
- Developed strong customer relationships and loyalty through effective communication
- Analyzed customer feedback surveys to identify areas of improvement in the customer service department
- Recommended improvements in products, services or billing methods to prevent future problems
- Greeted customers by name and displayed respectful attitude, helping develop rapport with customer base and build lasting relationships
- Processed orders, returns, and exchanges in an accurate and efficient manner
- Met daily customer service quotas with a focus on quality
- Updated and maintained database with accurate customer information and timely data entry
- Contacted carrier representatives to make arrangements or issue instructions for shipping and delivery of materials
Customer Service Representative
Sears
Houston
08.2016 - 01.2018
Education
High School Diploma -
Westside High School
Houston, Texas, USLone Star College
Houston, USSkills
- Sales Techniques
- Active listener
- Attention to Detail
- Time Management
- Customer Service
- Problem-solving abilities
- Teamwork and Collaboration
- Critical Thinking
- Relationship Building
- Adaptability
- Life Insurance License
- Skilled in using various software applications and programs including Microsoft Office and Adobe Creative Suite
- Experienced with social media and communications platforms
- Self motivation
- Professionalism
Certification
Life Insurance License
References
References available upon request.
Languages
- English, Native
- Spanish, Intermediate
- American Sign Language, Intermediate
Timeline
Customer Service Representative
Voyager Global Mobility
01.2025 - Current
Merchandiser
Silver Eagle Distributor
08.2024 - 01.2025
Personal Financial Representative
Primerica
05.2023 - Current
Fulfillment Expert Warehouse
US
11.2019 - 06.2024
Customer Service Representative
Academy Sports and Outdoors
10.2017 - 01.2020
Customer Service Representative
Sears
08.2016 - 01.2018
High School Diploma -
Westside High School
Lone Star College
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