Ramona Davis
Villa Rica,GA
Summary
Highly motivated employee eager to embrace new challenges. Possesses a robust work ethic, adaptability, and outstanding interpersonal skills. Skilled in working efficiently without supervision and rapidly acquiring new abilities.
Overview
16
16
years of professional experience
Work History
Retirement Services Representative
Lincoln Financial Group
11.2021 - Current
- Guided clients in selecting suitable investments that align with their personal risk tolerance levels.
- .Ensured the accuracy of participant data within the system database through careful analysis.
- Participated in virtual seminars and viewed training videos on four new products to stay updated with computer-based programming knowledge amidst promotions.
- Articulated value of stocks, bonds and mutual. funds and educated clients on benefits of each.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Demonstrated professional expertise and resourcefulness, earning the trust and confidence of clients, vendors, and fellow professionals.
Customer Sales & Service Representative
Frontier Communications
11.2008 - 09.2021
- Ensured a robust pipeline by daily monitoring of sales leads and proficiently pursuing warm contacts.
- Met customer demand through the development and upkeep of successful client relationships, ensuring the consistent provision of world-class customer service.
- Assisted customers with selecting and purchasing products such as phone and television services.
- Resolved customer service or billing complaints through actions such as exchanging merchandise, issuing refunds, or adjusting bills.
- Conducted inquiries and followed up with customers to communicate findings and propose solutions..
- I have traveled as a Subject Matter Expert (SME) for training purposes for 12 years.
Education
Bachelor of Arts - Criminal Justice
Florida Metropolitan University
Orlando, FL05.1998
Skills
- Professionalism and Ethics
- Retirement planning
- Cross-Selling Products
- Retirement planning
- Cash Flow Management
- Investment Management
- Client Relationship Building
- Attention to Detail
- Team building
- Business Development
- Problem-solving aptitude
Timeline
Retirement Services Representative
Lincoln Financial Group
11.2021 - Current
Customer Sales & Service Representative
Frontier Communications
11.2008 - 09.2021
Bachelor of Arts - Criminal Justice
Florida Metropolitan University