THALIA R. GARZA
Nashville,TN
Summary
Results-driven and detail-oriented Internal Wholesaler with extensive experience in client services, relationship management, and operational excellence. Proven track record in supporting financial professionals to achieve business objectives, and territory growth. Surpassed sales goals in the current territory and remain committed to consistent sales performance through a results-driven, advisor-focused approach. Skilled in leveraging financial insights, building strong relationships, and driving professional outcomes for advisors and their clients.
Overview
4
4
years of professional experience
Work History
Internal Wholesaler
Jackson National
Nashville, Tennessee
08.2023 - Current
- Collaborate with an External Wholesaler to develop and execute territory business plans, focusing on long-term growth and relationship development.
- Drive sales by partnering with financial professionals to understand their clients’ needs and recommend tailored Jackson financial products, including annuities.
- Build and maintain strong, trust-based relationships with advisors across the territory, acting as a go-to resource for product knowledge and sales strategies.
- Provide financial insights, tools, and training to help advisors meet and exceed their goals while enhancing client outcomes.
- Schedule and coordinate high-impact meetings and follow-ups between advisors and External Wholesalers to foster strong connections and drive sales opportunities.
- Continuously monitor territory performance, surpassing sales goals while maintaining consistent, high-quality results.
- Leverage financial software and analytics to track sales activity, manage advisor profiles, and maintain accurate databases.
Client Service Advocate
JACKSON NATIONAL
Okemos, MI
01.2022 - 08.2023
- Partnered with financial professionals to deliver superior service for Jackson clients, ensuring resolution of inquiries and issues efficiently.
- Provided financial product insights to assist advisors in meeting client needs and maintained compliance with company guidelines.
- Managed multiple systems while navigating calls and completing data entry tasks under strict deadlines.
Front Desk/Phone Scheduling
LANSING INSTITUTE OF UROLOGY
Lansing, MI
01.2021 - 01.2022
- Managed scheduling and communications for a busy medical practice, ensuring accurate and timely service for patients.
- Handled insurance and payment processing with attention to confidentiality and compliance with HIPAA guidelines.
Front Desk/Dental Assistant
HEALTHY ROOTS ENDODONTIC SPECIALISTS
Clinton, MI
- Directed multi-line communication systems to handle office inquiries.
- Coordinated patient appointment schedules.
- Communicated prescriptions to pharmacy for patient collection.
- Corresponded with insurance providers to verify patient benefits.
- Submit claims to insurance companies
- Collected payment in forms of card machine, cash, check, and care credit
- Communicate via telephone and email with referring dental offices
- Follow up to remind patient of appointment and copay
- Follow up post-op for patient health
Education
Bachelor of Science - Advertising and Business
Michigan State University
East Lansing, MI05-2023
High School Diploma -
Olivet High School
Olivet, MI12.2019
Skills
- Financial Product Knowledge (Annuities, New Business)
- Relationship Management & Advisor Support
- Territory Planning & Strategic Execution
- Sales Strategy & Goal Achievement (Cornerstones)
- Communication (Verbal & Written)
- Proficiency in Financial Software & Salesforce
- Regulatory Compliance (FINRA, SIE, Series 6/7, Series 63)
Timeline
Internal Wholesaler
Jackson National
08.2023 - Current
Client Service Advocate
JACKSON NATIONAL
01.2022 - 08.2023
Front Desk/Phone Scheduling
LANSING INSTITUTE OF UROLOGY
01.2021 - 01.2022
Front Desk/Dental Assistant
HEALTHY ROOTS ENDODONTIC SPECIALISTS
Bachelor of Science - Advertising and Business
Michigan State University
High School Diploma -
Olivet High School
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