Taylor Stepanek
Ronkonkoma,NY
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain a position that offers professional challenges utilizing interpersonal skills and excellent time management. Hardworking team player effective at multitasking.
Overview
4
4
years of professional experience
Work History
Agent/Registered Representative
New York Life Insurance Co
07.2023 - Current
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
Bartender/Barback
Dark Horse Tavern
08.2021 - 05.2023
- Delivered exceptional guest experiences through attentive service and quick response to issues.
- Engaged in suggestive selling and other sales techniques.
- Handled $1000 cash on daily basis, which built trustworthiness and loyalty with owners.
- Poured and prepared mixed drinks for many customers daily.
Education
Bachelor Of Science - Business Economics
State University of New York College At Cortland
Cortland, NY05.2023
Associate Of Applied Arts - Liberal Arts and General Studies
Suffolk County Community College
Selden, NY05.2021
Skills
- Leadership Skills
- Teamwork
- Clear and Effective Communication
- Energetic and Outgoing
- Critical thinking
Timeline
Agent/Registered Representative
New York Life Insurance Co
07.2023 - Current
Bartender/Barback
Dark Horse Tavern
08.2021 - 05.2023
Associate Of Applied Arts - Liberal Arts and General Studies
Suffolk County Community College
Bachelor Of Science - Business Economics
State University of New York College At Cortland
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