Sara Beyer
Appleton,WI
Summary
Hardworking and dependable professional with five years of experience within Thrivent providing support and assistance to representatives and clients alike. Self-motivated work ethic to perform effectively in independent or team settings.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Practice Support Specialist, LIC
Thrivent Financial
07.2021 - Current
- Provide remote support to Financial Professionals and their staff.
- Handle and delegate multiple tasks simultaneously; including managing workflow, troubleshooting problems, and providing training and support for a team of four.
- Develop and maintain positive relationships with clients, field staff, leadership, and team members to ensure satisfaction and timely issue resolution.
- Collaborate with my team to identify opportunities for process improvements and implement solutions to enhance the efficiency and effectiveness of support services.
- Training new team members.
- Complete simple and complex forms.
- Run various reports as needed including Salesforce, MGP, Morningstar, and Wealthscape.
- Identify and provide proactive service solutions for members and field partners.
Dedicated Service Professional, LIC
Thrivent Financial
05.2021 - 07.2021
- Complete simple and complex service forms.
- Identify proactive ways to support field practices.
- Prepare appointment materials.
- Support product and marketing specific tasks as needed.
- Data entry into advice tools.
- Run various reports as needed; including Salesforce, MGP, and Morningstar.
- Training new team members.
Associate Dedicated Service Professional
Thrivent Financial
08.2018 - 05.2021
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Complete simple service forms.
- Prepare appointment materials.
- Support marketing specific tasks as needed.
- Appointment setting calls for advisors.
- Check voicemails for field partners and handle client needs.
- Training new team members.
Administrative Assistant/Inside Sales
FCX Performance
11.2008 - 08.2018
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Worked directly with customers and outside sales to determine needs.
- Entered orders into Prophet 21 system.
- Acknowledged customer orders with accurate pricing and ship dates.
- Provided price quotations to customers.
- Expedited orders with vendors to ensure best possible delivery dates.
- Worked with vendors and warehouse personnel to ensure orders stayed on schedule and keep customers informed of status.
- Maintained office equipment and ordered all office supplies.
- Answered multi-line phone and directed callers to appropriate party.
- Scanned orders and shipping documents and input pertinent information for future retrieval.
Education
Associate of Arts - Liberal Arts And General Studies
University of Wisconsin - La Crosse
La Crosse, WISkills
- Excellent communication and interpersonal skills
- Phone and Email Etiquette
- Positive Attitude
- Team Collaboration
- Workload Management
- Attention to Detail
Certification
- FINRA SIE and Series 6 licensed
Timeline
Senior Practice Support Specialist, LIC
Thrivent Financial
07.2021 - Current
Dedicated Service Professional, LIC
Thrivent Financial
05.2021 - 07.2021
Associate Dedicated Service Professional
Thrivent Financial
08.2018 - 05.2021
Administrative Assistant/Inside Sales
FCX Performance
11.2008 - 08.2018
Associate of Arts - Liberal Arts And General Studies
University of Wisconsin - La Crosse
Similar Profiles
Ann SandersAnn Sanders
Financial Associate at Sage Path Financial Consultants-Thrivent FinancialFinancial Associate at Sage Path Financial Consultants-Thrivent Financial
Santiago MizrahiSantiago Mizrahi
Licensing & Investment Foundations Program at Thrivent FinancialLicensing & Investment Foundations Program at Thrivent Financial
Stephan SawtelleStephan Sawtelle
Associate Representative at Thrivent FinancialAssociate Representative at Thrivent Financial
Maxwell StepanekMaxwell Stepanek
Thrivent Official Internship at Thrivent FinancialThrivent Official Internship at Thrivent Financial
Nevaeh CasillasNevaeh Casillas
Senior Sample Processing Technician at Biolife Plasma ServicesSenior Sample Processing Technician at Biolife Plasma Services