Shelby Bonus
Financial Professional
Charlotte,NC
Summary
Financial Service Professional with background in sales and understanding of how to build client loyalty. Dependable and Productive with dynamic communication skills. Proven success at streamlining the processes for optimized support at work.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Services Professional
Prudential Financial
Chalrotte, NC
03.2016 - Current
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for individual clients to sell appropriate products to fit clients needs.
- Processed customer requests for statements, and review of there life insurance and updating customer personal information in database.
- Educated and worked with clients on ROI terms to find accurate solutions.
Financial Services Representative
Primerica
Charlotte, NC
06.2015 - 03.2016
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Pro Paint Specialist and Manager
Home Depot
Pineville, NC
02.2006 - 06.2015
- Shared personal recommendations and product knowledge with customers to help determine correct product for customer DIY projects.
- Mixed paint colors to create custom blends, using paint mixing machine and spatulas.
- Alerted customers of department promotions and sales to increase overall departmental sales 120%.
- Operated POS system to total purchases and receive and process cash, credit and debit card payments.
- Utilized company website and vendor catalogs to locate special order items for customers.
Education
Bachelor of Arts - Commercial Photography
School of Visual Arts
New York, NY06.1989
Associate of Applied Science - Graphic Design
Middlesex County College
Edison, NJ06.1987
Skills
- Customer relationship building
- Account maintenance
- Financial services
- Compliance requirements
- Market trends
- Cash equities
- Service-Oriented
- Cool Under Pressure
- Conflict and Complaint Resolution
Certification
Licenses are
Variable Life & Variable Annuity
Accident & Health or Sickness
Life
Med/Long Term Care
Security license - 6 and 63
Timeline
Financial Services Professional
Prudential Financial
03.2016 - Current
Financial Services Representative
Primerica
06.2015 - 03.2016
Pro Paint Specialist and Manager
Home Depot
02.2006 - 06.2015
Bachelor of Arts - Commercial Photography
School of Visual Arts
Associate of Applied Science - Graphic Design
Middlesex County College