Tammy Zupancic - Client Services Associate - Pathfinder Retirement

Summary

Focused professional with comprehensive training in annuities, retirement planning, and financial planning software. Adept at cultivating strong client relationships through strategic outreach, personalized communication, and exceptional administrative support. Orchestrated multi-channel marketing campaigns including newsletters, drip email sequences, and webinar content development. Completed comprehensive annuity training with insurance carriers and brokerage firm Gradient Financial, supplemented by carrier-sponsored webinars. Proficient in leveraging CRMs, data analytics, and marketing automation tools to enhance client experiences. Recognized for exceptional work ethic and contributions with a salary raise. Currently pursuing a BS in Finance and Series 65 license to launch a rewarding career as a Financial Advisor, while holding a general lines license.

Overview

4

years of professional experience

1

Certification

Work History

Client Services Associate

Pathfinder Retirement

Remote (Headquartered In Colorado)

01.2024 - Current

Managed administrative operations including client communications and follow-up, ensuring efficient processes and high levels of client satisfaction.
Drove client retention through proactive outreach initiatives and regular personalized communications to nurture strong relationships.
Assisted in the development of marketing materials targeted towards potential clients, showcasing the value of services offered.
Developed and implemented customer satisfaction surveys to measure customer service quality.
Maintained up-to-date knowledge of product and service changes.
Facilitated remote client meetings and appointments using Calendly and Zoom for Business.
Supported retirement planning services including paperwork assistance, estate planning, and investment advisory.
Participated in orchestrating brand awareness campaigns and multi-channel marketing initiatives, utilizing information from webinars and digital platforms for developing content like newsletters and drip email campaigns.
Completed comprehensive annuity training programs with insurance carriers and Gradient Financial, our affiliated brokerage firm, supplemented by participating in carrier-sponsored webinars to deepen product knowledge.
Streamlined communication for improved efficiency, actively collaborating with cross-functional geographically dispersed team, including members based in Las Vegas and New York.

Bartender/Key,

Frankie's Downtown

Dallas, TX

09.2020 - 12.2023

Served high customer volumes during special events, nights, and weekends.
Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
Trained new hires and created company documents such as training guides/Onboarding Packet

Education

Bachelor of Science - Finance

Western Governors University

Salt Lake City, UT

08.2025

Skills

Technical:

Familiarity with CRM software, Financial modeling and analysis tools (Color of Money, Risk Analysis, ROI Trackers, etc)
Marketing and branding tools (Campaign Builders, Social Media, Lead Generation Programs)
Virtual Advisor and data collection tools

Interpersonal:

Client Relationship Building

Sales Support
Sales Strategies
Meeting facilitation
Marketing & Brand Management
Work Prioritization
Administrative and Office Support

Affiliations

Gradient Financial Group -Completed annuity training and other educational programs like New Generation University, Marketing University to stay informed of industry trends and developments, ensuring current knowledge of the financial services landscape.
Pathfinder Retirement -Gained experience in retirement planning services, estate planning, and advisory/management services. Attended company training on financial products, marketing strategies, and client relations.
Athene Annuity & Life Assurance Company - Contracted future producer with comprehensive product training.

Certification

General Lines Insurance License Holder (State of Texas)
Series 65 License (Pending)

Additional Information

While my current role at Pathfinder Retirement in Colorado has provided invaluable education and exposure to the financial services industry, I am now seeking an opportunity closer to home in the Dallas area. As a parent of two children residing in Dallas, I hope to find employment at a local firm that will allow me to gain more practical, hands-on experience and mentorship opportunities without the extensive travel requirements of my current position. Being based in Dallas would enable me to better integrate myself into the local market where I live, build lasting relationships with clients in the community, and achieve an optimal work-life balance. I am excited about the prospect of contributing my skills and knowledge to a reputable Dallas firm while furthering my professional development in a more localized setting.

Languages

German

Native or Bilingual

Timeline