- Volunteering with youth sports programs as a volleyball coach
- Studying for my Certified Financial Planning certification
- Volunteering with the 4H of Marion County
- Volunteering with my church as a leader in our Outreach Group
Tenille Redwine
Indianapolis,IN
Summary
Professional Investment Relationship and Trading Specialist with 10 years of experience. I have successfully met and/or exceeded the objectives in every job that I have held. I am self-motivated and can work alone or in a group. My motto is the best leaders have always had the most success when they lift others up with them. I have a diverse background of experiences mostly in sales and call center leadership, process efficiencies, complex securities trading, along with back-office compliance and research work focused on improving standards for client-facing representatives.
Overview
21
21
years of professional experience
Work History
Central Relationship Manager
Fidelity Investments
09.2022 - Current
- Placed 50 calls daily and utilized client engagement skills to better understand client needs that aligned with Fidelity's product offerings.
- Consistently exceeded quarterly key performance goals by cultivating a strong network with financial consultants, planning consultants and investment consultants.
- Built and maintained relationships with new and existing clients while providing high level of expertise on a multitude of topics including retirement, health care, estate planning.
- Participated in staff meetings to discuss innovative strategies to improve services.
Medicare Sales Associate
Assurance IQ, LLC
09.2021 - 01.2022
- Sold Medicare Parts B, C and D.
- AHIP certified and licensed to sell insurance with 6 carriers including Humana, United Healthcare, Aetna and WellCare.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Enhanced product knowledge continuously, staying updated on industry trends and competitors'' offerings to provide expert advice to clients.
- Collaborated with team members to achieve monthly sales targets and contribute to overall company growth.
Client Advocacy Manager and Active Trader Rep
Charles Schwab & Co
03.2013 - 12.2019
- Developed numerous engagement skills to uncover assets, placed complex options trades and coached other financial representatives.
- As a Series 9/10 representative, I helped address complaints from clients, documented cases. During my tenure, I received an Excellence in Action Award in 2018.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Handled escalated customer complaints effectively, leading to satisfactory resolutions for both the client and the company.
- Achieved monthly key performance targets consistentely by implementing effective strategies and maintaining a high level of product knowledge.
Customer Support Supervisor
IBM
08.2008 - 10.2011
- Enhanced team performance by conducting regular training sessions and offering constructive feedback.
- Analyzed customer feedback to identify areas for improvement.
- Assisted team members in resolving customer satisfaction issues.
- Managed escalations from customers, ensuring they received prompt attention from the appropriate team member or department head.
- Continuously monitored team performance through KPIs, addressing any areas of concern promptly and effectively.
- Developed strong rapport with product development teams, acting as an advocate for customers by relaying their feedback and concerns to drive continuous innovation and improvement.
- Identified opportunities for process improvements, implementing changes that led to increased productivity within the team.
- Optimized scheduling to ensure adequate staffing levels during peak hours, improving overall customer experience.
- Enforced adherence to legal and company policies and procedures and reported to management related gaps in training or compliance.
- Monitored employees' productivity, accuracy and adherence to defined processes by using dashboards and other reporting tools to enable proactive action on delays compromising customer care.
- Increased cross-team collaboration by fostering open communication channels between support agents and product teams.
- Facilitated regular meetings with other supervisors to share best practices and discuss ongoing challenges faced by the customer support department.
Advertising Sales Supervisor
Indianapolis Star
09.2004 - 05.2008
- Drove development of digital and print advertising strategies.
- Coached account executives in sales and fulfillment strategies.
- Designed pitch presentations and marketing techniques utilizing extensive classified advertising knowledge.
- .
- Developed sales strategies and people skills to entice clients, negotiate contracts and close deals.
- Mentored junior staff members, sharing best practices in advertising sales techniques to foster professional growth within the team.
- Evaluated team performance periodically using key metrics, identifying areas for improvement or training needs as necessary.
- Developed targeted advertising campaigns for diverse clientele, resulting in higher ad sales and client satisfaction.
- Coordinated cross-functional initiatives between departments for seamless execution of integrated marketing campaigns.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Education
Bachelor of Arts - English Literature
Ball State University
05.2004
Skills
- Effective communication
- Achieve performance targets
- Investment and account management expertise
- Regulatory compliance expertise
- Multi-channel outreach
- Staff supervision
- Staff development
- Effective complaint management
Accomplishments
Received a Golden Call Award for meeting the quality call standards and going above and beyond to uncover needs and share product knowledge. - Fidelity Investments
Received an Excellence in Action Award for meeting the standards for my role as an Active Trader and going above and beyond to work across multiple departments to resolve client issues.
Interests
Timeline
Central Relationship Manager
Fidelity Investments
09.2022 - Current
Medicare Sales Associate
Assurance IQ, LLC
09.2021 - 01.2022
Client Advocacy Manager and Active Trader Rep
Charles Schwab & Co
03.2013 - 12.2019
Customer Support Supervisor
IBM
08.2008 - 10.2011
Advertising Sales Supervisor
Indianapolis Star
09.2004 - 05.2008
Bachelor of Arts - English Literature
Ball State University
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