Robin Heberd
Cortez,CO
Summary
Financial services and education professional supporting client retirement and investment decisions through clear explanation of options and accurate account record maintenance. Recognized for thorough needs assessment and responsive service that improves understanding and follow-through.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Financial Representative and Insurance Representat
Global Financial Impact
Cortez, CO
05.2026 - Current
- Provided financial planning guidance to clients at Global Financial Impact.
- Clarified retirement, investment, and protection options for prospective clients to support informed decision-making.
- Assessed client needs and aligned financial products to optimize their financial goals.
- Maintained accurate records for accounts, applications, and follow-up tasks.
- Built trust through clear communication and professional client service.
- Assisted clients in understanding complex investment concepts and terminology.
- Executed outreach strategies to generate leads and referrals.
- Responded promptly to questions about financial products and services.
- Processed and recorded customer and institutional payments.
- Guided clients on diversification strategies to enhance portfolio security and minimize investment risk.
General Education Teacher
Montezuma-Cortez RE-1 School District
Cortez, CO
05.2023 - 07.2025
- Delivered standards-based instruction aligned with district curriculum and classroom objectives.
- Monitored student progress and delivered lesson instruction to support daily learning objectives.
- Planned daily lessons using student data and district pacing guides.
- Administers required tests and assessments.
- Assessed student understanding through assignments, quizzes, and informal checks.
- Differentiated instruction for varied learning needs and academic levels.
- Adapted teaching methods to support diverse learning styles.
- Managed classroom behavior with positive supports and clear expectations.
- Collaborated with special education staff, counselors, and families to develop tailored support plans for student success.
- Maintained accurate records for attendance, grades, and parent communication.
- Taught concepts found on standardized tests and built support skills for strong student performance.
Substitute Teacher
Montezuma-Cortez School District
Cortez, CO
05.2022 - 06.2023
- Delivered classroom instruction using lesson plans across Montezuma-Cortez School District campuses.
- Monitored student activity and delivered lesson instructions planned for the day.
- Implemented classroom management strategies to address and improve student behavior. using district discipline procedures and classroom expectations.
- Encouraged positive student behavior through effective communication of expectations and guidelines.
- Adjusted instruction for grade levels, subjects, and classroom routines across district schools.
- Administered the required assessments.
- Supported contracted classroom coverage when the teacher was absent due to illness or training.
Substitute Teacher
Montezuma Cortez School District
08.2018 - 05.2019
- Delivered classroom instruction from teacher lesson plans across Montezuma-Cortez School District schools.
- Monitored students and gave lesson direction for the assigned day.
- Administered tests and classroom assessments.
- Provided individualized assistance and clear directions to enhance learning for diverse learners. with clear directions, patience, and individualized classroom help.
- Implemented district discipline procedures to manage student behavior and maintain a positive classroom environment. using district discipline procedures and classroom expectations.
- Adjusted instruction to meet varying grade levels and subjects, ensuring alignment with classroom routines.
- Covered contracted classroom duties when regular teacher was absent due to illness or training.
- Supervised transitions, hallways, and recess activities following Montezuma-Cortez School District guidelines.
- Shared assignments, rules, and updates with students, teachers, and school staff.
E-mail Service Representative
Ordyne.com
Las Vegas, NV
04.2006 - 12.2007
- Assisted ordyne.com customers with account, order, and service inquiries via phone, email, and chat support, ensuring timely resolutions.
- Assisted subscribers with login and access issues for bankrateemail.com, including missing password resets.
- Supported customer service for internet company by handling unsubscribe requests, email address changes, and subscriber confirmation steps.
- Updated service records, checked account details, and worked with billing and operations teams to close customer requests.
- Partnered with billing and operations teams to resolve account concerns, enhancing customer satisfaction.
- Resolved formatting questions from subscribers related to text and HTML email delivery.
- Escalated complex cases to specialized teams for further support
Guest Teacher
Clark County School District
Las Vegas, NV
01.2006 - 10.2007
- Covered contracted teaching duties when the regular teacher was absent due to illness or training.
- Monitored classroom behavior and delivered lesson instructions for scheduled work.
- Administered tests and assessments.
- Following Clark County School District lesson plans and daily classroom routines.
- Managed student behavior in alignment with district policies, fostering a positive classroom environment.
- Maintained safe, orderly classrooms aligned with school and district procedures.
- Supported instruction by distributing materials and explaining assignment directions.
- Communicated schedule changes and classroom needs with school staff.
- Monitored student progress and provided feedback on assignments.
Sales Associate
Home Depot
Las Vegas, NV
10.2005 - 01.2006
- Guided Home Depot customers in product selection and address purchase questions to facilitate informed buying decisions.
- Assisted customers with product inquiries and resolved concerns, complaints, and service issues to enhance customer satisfaction.
- Processed sales orders and transactions while maintaining an organized and well-stocked sales floor to improve the shopping experience.
- Operated POS system to accurately process sales transactions. to process sales, returns, and exchanges.
- Maintained product knowledge on tools, lumber, and home improvement supplies.
- Followed store safety standards as a safety committee member and maintained compliance with safety rules.
- Assisted in freight handling by organizing and restocking merchandise on shelves. and replenishment across busy store departments.
Personal Service Professional
Regional Transportation Commission
Las Vegas, NV
12.2004 - 09.2005
- Responded to customer inquiries via phone, email, and front counter, enhancing overall customer support experience.
- Supported customers with bus system questions, concerns, and issue resolution.
- Resolved rider complaints using transit policies and service guidelines.
- Explained route schedules, transfers, and system updates to customers.
- Helped Regional Transportation Commission riders with fare media passes and transit information.
- Facilitated completion of forms and paperwork for clients to ensure compliance and service access.
- Coordinated with operations staff on service changes and rider concerns.
- Managed accurate records for Regional Transportation Commission customer transactions, supporting efficient service delivery.
Education
Bachelor of Art - Criminal Justice
University of Nevada
Las Vegas, NV01-2002
Bachelor of Science - Christian Counseling
Liberty University
Lynchburg, VA10-2026
Skills
- Financial planning
- Investment advice
- Retirement planning strategies
- Investment strategy development
- Client portfolio management
- Financial analysis
- Transaction management
- Insurance product knowledge
- Client relationship building
- Client communication
- Prospective client outreach
- Complaint resolution
- Crisis intervention
- Behavioral assessment
- Conflict resolution
- Student advocacy
- Record keeping
- Records management
- Customer service
- Debt management
- Problem-solving abilities
- Product knowledge
- Case management
- Prospective client outreach
- Complaint resolution
Certification
- Life Insurance License in Co, NV, UT
Timeline
Financial Representative and Insurance Representat
Global Financial Impact
05.2026 - Current
General Education Teacher
Montezuma-Cortez RE-1 School District
05.2023 - 07.2025
Substitute Teacher
Montezuma-Cortez School District
05.2022 - 06.2023
Substitute Teacher
Montezuma Cortez School District
08.2018 - 05.2019
E-mail Service Representative
Ordyne.com
04.2006 - 12.2007
Guest Teacher
Clark County School District
01.2006 - 10.2007
Sales Associate
Home Depot
10.2005 - 01.2006
Personal Service Professional
Regional Transportation Commission
12.2004 - 09.2005
Bachelor of Art - Criminal Justice
University of Nevada
Bachelor of Science - Christian Counseling
Liberty University