Terri Jackson
IRMO,SC
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
21
21
years of professional experience
Work History
Financial Advisor
Experior World Financial Group
Irmo, SC
10.2023 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Developed financial plans and strategies tailored to clients' individual needs.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Provided advice on tax-advantaged investment opportunities.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Coordinated and participated in group presentations on financial services to attract new clients.
Life Insurance Agent
Senior Life Insurance Company
Irmo, SC
01.2022 - Current
- Educated clients on various types of life insurance policies available in the market.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Analyzed client portfolios to determine best investment opportunities.
- Evaluated current financial situation of clients before recommending any policy changes.
- Reviewed existing contracts to make sure they are compliant with state regulations.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Achieved repeat business and referrals through personalized services.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Explained coverage options to potential policyholders, answering questions or concerns.
Seasonal Customer Service Cashier
Kohl's
Columbia, South Carolina
10.2024 - 01.2025
- Processed returned merchandise by strictly following store return and exchange procedures.
- Answered phone calls to assist customers with questions and orders.
- Boosted customer satisfaction levels by going extra mile to personalize service for each customer.
- Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
- Greeted customers promptly and responded to questions.
- Processed customer payments quickly and returned exact change and receipts.
- Collected credit card and cash payments to complete transactions for customer orders.
- Refilled and rotated items on shelves to maintain well-stocked inventory.
- Exchanged and returned items, noting details in company database and placed returned merchandise in bins for restocking.
- Handled customer complaints and concerns promptly, escalating complex issues to direct supervisor for quick resolution.
- Counted tills at beginning of shift with start money and balanced and reconciled register, reflecting financial discrepancies, refunds and account deferrals.
- Provided information on company policies, warranties, guarantees, financing options and other related matters.
- Followed established loss prevention procedures when dealing with suspicious customers or activities.
Technical Support Representative
Verizon
Elgin, SC
05.2014 - 08.2023
- Assisted customers with various types of technical issues via email, live chat and telephone.
- Reviewed support cases for technical and troubleshooting accuracy and identified needed process improvements.
- Demonstrated advanced product knowledge to solve customer issues.
- Identified opportunities to upsell technical products and services, boosting revenues to existing accounts.
- Troubleshot hardware issues and worked with service providers to facilitate repairs for end users.
- Delivered local and remote Tier 1 IT support for hardware and software to company personnel.
Supervisor
Verizon Wireless
Charlotte, NC
02.2010 - 05.2014
- Established and enforced clear goals to keep employees working collaboratively.
- Complied with company policies, objectives and communication goals.
- Coached staff members to develop long-term career goals.
- Interviewed applicants, recommended individuals for hiring and evaluated staff performance.
- Responded to employee concerns or complaints by coordinating with human resources team to solve issues.
- Monitored employee productivity to provide constructive feedback and coaching.
- Coordinated employee schedules according to shift changes and availability.
- Planned and managed resources to consistently meet production, quality and cost goals.
- Reviewed completed work to verify consistency, quality and conformance.
- Hired team members and trained in collaborative team environment.
- Resolved customer complaints and adjusted policies to meet changing needs.
Operations Coordinator
Verizon Wireless
Columbia, SC
01.2007 - 02.2010
- Liaised between customers and management to ensure smooth operations delivery.
- Coordinated and managed project tasks to ensure project delivery within established budgets and timelines.
- Planned delivery routing, team workflows and promotional initiatives.
- Cultivated partnerships with business leaders to coordinate and plan strategic solutions in sales and service initiatives.
- Coordinated and planned strategic solutions in sales and service initiatives.
- Liaised with senior management to introduce new processes and technologies.
Customer Service Advocate
Verizon Wireless
Columbia, SC
01.2004 - 01.2007
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Fielded customer complaints and queries, fast-tracking for problem resolution.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Handled escalated calls for front-line associates to address complex issues and restore customer satisfaction.
- Consulted with customers to resolve service and billing issues.
Education
Insurance Producer
State of South Carolina Department of Insurance
01-2022
Master of Arts - Management And Leadership
Webster University
10.2019
MBA - Master Of Business Administration
Webster University
10.2019
Skills
- Hardware diagnostics
- Technical Troubleshooting
- Customer support needs assessment
- Call Center Operations
- Planning for retirement
- Making insurance decisions
- Advising on investments
- Developing financial plans
- Investment advice
- Financial Planning
- Investment Consulting and Planning
- Problem-Solving
Timeline
Seasonal Customer Service Cashier
Kohl's
10.2024 - 01.2025
Financial Advisor
Experior World Financial Group
10.2023 - Current
Life Insurance Agent
Senior Life Insurance Company
01.2022 - Current
Technical Support Representative
Verizon
05.2014 - 08.2023
Supervisor
Verizon Wireless
02.2010 - 05.2014
Operations Coordinator
Verizon Wireless
01.2007 - 02.2010
Customer Service Advocate
Verizon Wireless
01.2004 - 01.2007
Insurance Producer
State of South Carolina Department of Insurance
Master of Arts - Management And Leadership
Webster University
MBA - Master Of Business Administration
Webster University
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