Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rita Shoneye

Marietta,GA

Summary

Proven track record at recent company, excelling in relationship building and effective communication. Adept at advocating for financial literacy and developing tailored client strategies. I leverage strong networking skills to enhance customer satisfaction and drive account renewals. Committed to maintaining compliance and ethical standards.

Overview

2026
2026
years of professional experience

Work History

Financial Services Agent

WFG
Alpharetta, GA
02.2020 - Current
  • Maintained strict compliance with all regulatory and ethical standards in financial services.
  • Developed and maintained relationships with customers to ensure satisfaction of services.
  • Maintained confidential information.
  • Prospected and partnered with interested parties to develop plans suitable for clients.
  • Discussed financial needs and goals, options aligned with clients' financial status.
  • Attended conferences and networking events to stay abreast of industry developments.
  • Led client meetings to review financial goals, performance, and adjust strategies as needed.
  • Advocate for financial literacy.

Election Day Clerk

Cobb County Board Of Elections
Marietta, GA
12.2018 - Current
  • Setting up the polling location: This includes determining the voting arrangement, and preparing voting equipment.
  • Welcoming voters: Greeting voters, and directing them to the appropriate area.
  • Verifying voter registration: Checking voter registration lists.
  • Providing voting instructions: Explaining how to mark ballots, or use voting equipment.
  • Maintaining order: Ensuring a safe and secure environment inside and outside the polling place.
  • Handling voter concerns: Addressing voter issues and concerns in a calm and helpful manner.
  • General assistance: Assisting with various tasks as needed to support a smooth election day operation.

P & C Agent

Scherrie Blake Agency
Marietta, GA
  • Presented product features and advantages to potential customers during sales meetings.
  • Resolved customer complaints in a timely manner.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Addressed customer questions and concerns regarding products and services.
  • Renewed existing accounts by building relationships with clients.

Education

Life And Health License -

RS Thomas Training Associates
Marietta, GA
10-2019

P & C License -

RS Thomas Training Associates
Marietta, GA
04-2019

Skills

  • Effective communication
  • Relationship building
  • Networking skills
  • Team collaboration
  • Attention to detail
  • Passionate about customer satisfaction
  • Exceed customer expectations
  • Customer relationship management

Timeline

Financial Services Agent

WFG
02.2020 - Current

Election Day Clerk

Cobb County Board Of Elections
12.2018 - Current

P & C Agent

Scherrie Blake Agency

Life And Health License -

RS Thomas Training Associates

P & C License -

RS Thomas Training Associates

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