Valerie Raynor
Mooresville,NC
Summary
Dedicated Insurance Sales Agent adept at managing complex policies and delivering insurance product expertise. Bringing many years of superior insurance industry performance.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
21
21
years of professional experience
Work History
Life Insurance Agent
Equis Financial
Mooresville, NC
09.2017 - Current
- Assisted clients in understanding life insurance policy options and benefits.
- Conducted needs assessments to tailor policies to individual client situations.
- Educated clients on the importance of life insurance and financial planning.
Tax Associate
Baker Tilly
Mooresville, NC
12.2024 - 04.2025
- Prepared and reviewed tax returns for individuals and businesses.
- Assisted clients in understanding tax regulations and compliance requirements.
- Conducted research on tax laws to provide accurate advice.
Tax Associate
Baker Tilly
Mooresville, North Carolina
12.2023 - 04.2024
- Prepared and reviewed tax returns for individuals and businesses.
- Assisted clients in understanding tax regulations and compliance requirements.
- Conducted research on tax laws to provide accurate advice.
Server
Mickey and Mooch
Huntersville, North Carolina
09.2005 - 12.2019
- Delivered exceptional customer service in a fast-paced dining environment.
- Assisted guests with menu selections and special dietary needs.
- Managed multiple tables efficiently during peak service hours.
Education
High School Diploma -
Westfield Academy
06-2014
Some College (No Degree) -
Mitchell Community College
Statesville, NCSkills
- Policy analysis
- Need assessments
- Financial planning
- Client education
- Risk management
- Customer relationship management
- Tax preparation
- Effective communication
- Problem solving
- Insurance policy sales
- Continuing education
- Prospecting clients
- Client retention
- Upselling strategies
Timeline
Tax Associate
Baker Tilly
12.2024 - 04.2025
Tax Associate
Baker Tilly
12.2023 - 04.2024
Life Insurance Agent
Equis Financial
09.2017 - Current
Server
Mickey and Mooch
09.2005 - 12.2019
High School Diploma -
Westfield Academy
Some College (No Degree) -
Mitchell Community College