Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sara LaLande

Moses Lake

Summary

I have worked in an office setting with regard to my career. I am interested in changing career paths and that is including the hospitality industry. I have volunteered in many positions at non- profit organizations in a variety of customer facing roles, as well as back of the house.


I am looking forward to an opportunity to pursue a career at your organization at Wyndham. I have many client centered skills and I possess the ability to build quick rapport, ask questions and listen for opportunities to improve a client experience. Please consider my interest in learning, my ability to follow directions and my natural interest in focusing on the guest/client experience as an addition to your team.

Overview

12
12
years of professional experience

Work History

Branch Office Operations/ Insurance Sales Agent

AllState
11.2022 - 05.2023
  • Increased customer satisfaction by addressing and resolving complex issues effectively.
  • Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
  • Boosted sales revenue by identifying customer needs and recommending appropriate products or services.
  • Managed high call volume, ensuring timely response and effective resolution to all customer concerns.

Full Service Financial Advisor, Branch Manager, Sales, Marketing and Advertising

Edward Jones
08.2013 - 03.2019
  • Full Service Financial Advisor
  • Life, Long Term Care and Disability licensed sales
  • 401k Sales and Management
  • Individual Financial Management
  • Series 7 & Series 66 Licensed
  • Created potential client portfolios based on research
  • Advise clients on risks and benefits of each opportunity, providing documentation and thoughtfully addressing questions and concerns
  • Assist 368 clients with tax, retirement savings, investment and insurance needs by evaluating current standing and advising on appropriate solutions
  • Stay up-to-date with current economic climate to best serve clients’ needs
  • Maintain top client satisfaction rates 92% by developing meaningful relationships

Tax Professional-seasonal

HR Block
12.2024 - 04.2025
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Provided information about available products and services to clients, resulting in increased business opportunities.

Branch Operations/Insurance Agent Conultant-Temp

Allstate
11.2022 - 04.2023
  • Provided exceptional customer service by promptly responding to client inquiries, addressing concerns, and resolving issues.
  • Maintained detailed records of all client interactions, ensuring accuracy and efficiency in tracking progress toward sales targets.
  • Organized informative seminars and presentations for potential clients, generating new leads and increasing overall sales.
  • Collaborated with underwriting team to expedite policy approvals, delivering quick turnaround times for clients while maintaining strict adherence to industry guidelines.
  • Participated in ongoing professional development opportunities to enhance knowledge of insurance products and improve selling techniques.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.

Financial Advisor

Edward Jones
08.2013 - 03.2019
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Education

MBA - Financial Management

City University
Bellevue, Washington
09-2003

Bachelor - Business Administration, Marketing

University of Washington
Seattle, Washington

Associates Arts - undefined

Bellevue College
Bellevue, Wa

Skills

  • Management
  • Customer service
  • Sales Experience
  • Microsoft Office
  • Organizational skills
  • Financial Services
  • Product knowledge
  • Insurance sales
  • Cold calling

Timeline

Tax Professional-seasonal

HR Block
12.2024 - 04.2025

Branch Office Operations/ Insurance Sales Agent

AllState
11.2022 - 05.2023

Branch Operations/Insurance Agent Conultant-Temp

Allstate
11.2022 - 04.2023

Full Service Financial Advisor, Branch Manager, Sales, Marketing and Advertising

Edward Jones
08.2013 - 03.2019

Financial Advisor

Edward Jones
08.2013 - 03.2019

Bachelor - Business Administration, Marketing

University of Washington

Associates Arts - undefined

Bellevue College

MBA - Financial Management

City University

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Sara LaLande