Sharee Storie

Work History

College For Financial Planning

Remote

12.2020 - Current

Professionally communicate product options and attributes and make recommendations for valued-added products or services to meet educational objectives.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Help meet changing demands by recommending improvements to business systems or procedures.
Optimize customer experience by delivering superior services and effectively troubleshooting issues.
Recruit students to enroll in the wealth management product line through lead generation by developing referrals and relationships with students.
Execute outbound call campaigns as directed by management.
Assist with maintaining up to date records of sales activities in our CRM databases (Salesforce.com/OPS3/STARS)
Contributed to sales growth by upselling products and services based on individual customer requirements.
Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Participated in training programs to enhance product knowledge and customer service skills.
Developed feedback system for customers to share their service experience, leading to actionable improvements.

Kaplan Financial Education

La Crosse, Wisconsin

10.2016 - 12.2020

Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
Resolved customer service issues using company processes and policies and provided updates to customers.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Exhibited high energy and professionalism when dealing with customers and staff.
Met customer call guidelines for service levels, handle time and productivity.
Maintained up-to-date knowledge of product and service changes.
Responded proactively and positively to rapid change.
Guided students in comprehension of state or federal regulations for professional education.
Served as a resource for our team and customers regarding core product lines, services, and compliance regulations.
Improved team efficiency by implementing new training procedures and streamlining work processes.

Simmons Suites

Bentonville, Arkansas

01.2016 - 09.2016

Reconciled end-of-day reports to determine accurate billing and payment processing.
Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
Coached employees through day-to-day work and complex problems.
Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Scheduled associate work hours to ensure payroll was within budget.
Resolved guest complaints professionally, maintaining positive relationships with customers for future business opportunities.
Implemented pre-arrival preparations such as assigning rooms based on specific requirements leading to seamless arrival experiences.