Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Exceptional knowledge in wealth management, estate planning, and insurance.
Hi, I’m
Shalonda Mitchell
Kansas City,Missouri
Summary
Overview
5
years of professional experience
1
Certification
Work History
Operation HOPEVirtual
Financial Wellbeing Coach
11.2021 - Current
Job overview
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on individual needs.
- Compiled success stories for internal and external program promotion.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Facilitated new client onboarding process and investment account setup.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Analyzed project performance data to identify areas of improvement.
- Verified quality of deliverables and conformance to specifications before submitting to clients.
- Managed the call center team with over 50 customer calls per day.
Zeiders EnterprisesVirtual
On Demand (volunteer) Personal Finance Counselor
09.2021 - Current
Job overview
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Established a network of related specialists for debt consolidation, real estate, mortgage, and banking.
- Assisted clients with estate planning to organize the distribution of assets based on client wishes.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Documented details regarding contact with patients, providers, and other individuals in the system.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Taught small group classes on personal financial management as part of community outreach.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Explored specific plans of action to address creditor demands and reduce debt.
- Assisted clients to recover from identity theft and resulting fraud consequences.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Worked with clients to develop personalized recommendations for improvement of financial circumstances, reducing debt, and increasing income.
- Taught basics of credit improvement, money management, and asset building for low- to middle-income clients.
- Worked directly with clients to provide financial counseling and education using individualized counseling models and personal finance courses.
- Maintained a working book of business for over 100 clients each month.
Inverness TechnologiesFort Stewart, GA
Accredited Financial Counselor/Instructor
12.2017 - 09.2021
Job overview
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Engaged with attendees at fairs and public events to promote services.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Helped clients identify and set short- and long-term financial and life goals and devise plans to reach those goals.
- Established network of related specialists for debt consolidation, real estate, mortgage and banking.
- Taught basics of credit improvement, money management and asset building for low- to middle-income clients.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Stayed up-to-date on financial products and consumer rights.
- Assessed client financial situation and explored background through one-on-one interview process.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Taught small group classes on personal financial management as part of community outreach.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Worked with clients to support understanding of rationale and details of financial strategies.
Education
University of PhoenixTempe, AZ
MBA from Human Resources Management
University Overview
- Relevant Coursework: Business Law, Economics, Accounting, Corporate Finance, Management, Human Capital Management, Organizational Leadership, Marketing.
Missouri State UniversitySpringfield, MO
Bachelor of Science from Hospitality And Restaurant Administration
University Overview
Skills
- Industry Research
- Business Development
- Making Insurance Decisions
- Equity and Debt
- Debt Consolidation
- Retirement Needs
- Increasing Savings
- Sales Expertise
- Credit Management
- Insurance Policies
- Financial Transactions
- Customer Accounts Management
Websites
Certification
- AFC, Accredited Financial Counselor - 2018
- Licensed Insurance Agent - 2015
Timeline
Financial Wellbeing Coach
Operation HOPE
11.2021 - Current
On Demand (volunteer) Personal Finance Counselor
Zeiders Enterprises
09.2021 - Current
Accredited Financial Counselor/Instructor
Inverness Technologies
12.2017 - 09.2021
University of Phoenix
MBA from Human Resources Management
Missouri State University
Bachelor of Science from Hospitality And Restaurant Administration