Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Seth Kolb

Lansdale ,PA

Summary

Recently completing a Google Career Certificate in Data Analytics. Passionate for finding the story in the data. Possessing a strong work ethic, a passion for learning, and a commitment to excellence, showcased with over 3 years of experience in finance, banking, and customer service roles, working with diverse and demanding clients and markets.

Overview

5
5
years of professional experience

Work History

Financial Services Representative

TD
10.2021 - Current
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
  • Monitored changes in financial markets and kept clients informed of latest developments.
  • Completing 20+ outbound calls per day

Financial Services Representative

Primerica
01.2020 - 10.2021
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth
  • Maintained updated records of all financial transactions to support traceability
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth

Corporate Sales Trainer

SSM Direct
09.2018 - 01.2020
  • Increased sales performance by implementing modern training techniques and interactive workshops.
  • Mentored new hires with personalized coaching sessions, enhancing their skills and boosting overall team performance.
  • Evaluated employee performance regularly, identifying areas of improvement and providing tailored feedback for growth.
  • Lead a team of 5+ sales representatives, achieving goals and metrics.

Education

High School Diploma -

Christopher Dock Academy
Lansdale, PA
06.2016

Skills

  • Data Analysis
  • Advanced SQL Queries
  • Tableau Software
  • R Programming
  • Data Visualization and Presentations
  • Financial Product Sales
  • Sales Quota Achievement
  • Analytical Thinking

Websites

Accomplishments

  • Google Career Certificate: Data Analytics
  • PA Real Estate
  • PA Life Insurance and Annuities


Timeline

Financial Services Representative

TD
10.2021 - Current

Financial Services Representative

Primerica
01.2020 - 10.2021

Corporate Sales Trainer

SSM Direct
09.2018 - 01.2020

High School Diploma -

Christopher Dock Academy

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Seth Kolb