Summary
Overview
Work History
Education
Skills
Certification
Interests
References
Timeline
Generic

Samuel Hielsberg

Oshkosh,WI

Summary

Offering positive attitude and genuine interest in helping others, ready to thrive in customer-focused environment. Brings ability to quickly learn company products and services, ensuring accurate and efficient customer support. Ready to use and develop communication and problem-solving skills in industry roles

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Operations and Risk Support Associate

Northwestern Mutual
05.2024 - 09.2024
  • Increased support quality with thorough troubleshooting and problem-solving techniques.
  • Monitored employee and customer interactions to assess quality of service.
  • Exceeded customer expectations by going above and beyond standard support protocols when necessary, resulting in increased satisfaction rates.
  • Reviewed contractual documents for accuracy and completion.
  • Reduced response times for client issues through effective prioritization and task management.

Financial Representative

Northwestern Mutual
01.2024 - 05.2024
  • Met with customers to assess needs, financial status, and eligibility.
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.

Licensed Training Specialist

Thrivent
  • Developed and delivered training programs on a variety of topics, including software development, sales, and customer service.
  • Assessed the needs of learners and developed training programs to meet those needs.
  • Facilitated group discussions and activities.
  • Provided feedback and coaching to learners.
  • Tracked and measured learning outcomes.
  • Project management experience in development of a new software product.
  • Assisted with project budget, timeline, and resources.
  • Communicated regularly with stakeholders to keep them informed of the project's progress.
  • Identified and resolved problems.
  • Successfully delivered the project on time and within budget.

Licensed Customer Service Representative

Thrivent
  • Insurance knowledge: Expertise in insurance products and services, including policies, coverages, and exclusions. Knowledgeable of state and federal insurance laws and regulations.
  • Customer service skills: Ability to provide excellent customer service, including being friendly, helpful, patient, and professional. Ability to listen carefully to customer needs and concerns, and to answer questions accurately and completely.
  • Communication skills: Ability to communicate effectively with customers, both verbally and in writing. Ability to explain complex insurance concepts in a clear and concise way, and to negotiate rates and terms with customers.
  • Problem-solving skills: Ability to identify and solve problems for customers, such as helping them to file claims, understand their policies, or find the right insurance products for their needs.
  • Sales skills: Ability to identify customer needs and present the right insurance solutions.
  • Soft skills: Empathy, professionalism, teamwork, and attention to detail.
  • Handled escalated customer service matters professionally.
  • Attended training sessions related to new products and services offerings.
  • Fielded customer complaints and queries, fast-tracking for problem resolution.
  • Supported sales team members to drive growth and development.
  • Promoted available products and services to customers during service, account management and order calls.

Customer Service Manager

Walmart
  • Identify customer needs: I have a deep understanding of customer needs and wants, gained through years of experience interacting with customers and resolving their issues. I can use this knowledge to identify sales opportunities and develop targeted sales strategies.
  • Build relationships: I am skilled at building relationships with customers on a personal level and building trust. Strong relationships with customers are essential for closing sales.
  • Negotiate: I have experience negotiating with customers on issues such as pricing and terms of service. I am able to negotiate effectively and get the best deal for both parties.
  • Persuade: I am able to persuade customers to take certain actions, such as buying a product or service or resolving an issue in a certain way. I use persuasion techniques to influence people's decisions in a positive way.
  • Close deals: I have experience closing sales, including upselling and cross-selling products and services. I am able to overcome objections and close deals.
  • Communication: I am able to communicate effectively with customers, both verbally and in writing. I can explain complex concepts in a clear and concise way.
  • Problem-solving: I am able to identify and solve problems quickly and effectively. I think critically and creatively to come up with solutions.
  • Resilience: I am resilient and able to bounce back from setbacks. I can deal with difficult customers, rejection, and other challenges.
  • Adaptability: I am able to adapt to change. I can learn about new products and services, deal with new customers, and work with new coworkers.

I am confident that my sales skills and soft skills would be an asset to your organization. I am eager to learn more about the sales position and discuss how I can contribute to your team's success.

Education

High School Diploma -

Oshkosh North High School
Oshkosh, Wisconsin
06.2008

Skills

  • Task fulfillment
  • Verbal/written communication skills
  • Data entry
  • Critical thinking
  • Problem resolution
  • Client-centric

Certification

  • Series 6 License
  • Series 63 License
  • SIE
  • Life Insurance- Wisconsin
  • Health/Accidental- Wisconsin

Interests

  • Wood working
  • Piano
  • Content development

References

References available upon request.

Timeline

Operations and Risk Support Associate

Northwestern Mutual
05.2024 - 09.2024

Financial Representative

Northwestern Mutual
01.2024 - 05.2024
  • Series 6 License
  • Series 63 License
  • SIE
  • Life Insurance- Wisconsin
  • Health/Accidental- Wisconsin

Licensed Training Specialist

Thrivent

Licensed Customer Service Representative

Thrivent

Customer Service Manager

Walmart

High School Diploma -

Oshkosh North High School
Samuel Hielsberg