Summary
Overview
Work History
Education
Skills
Timeline
Generic

Virginia Partin

Fort Myers,Florida

Summary

Dynamic Financial Services Representative with a proven track record at Gulf Coast Educators Insurance & Wealth Management, adept at building strong client relationships and enhancing account retention. Skilled in initiating relationship from initial introduction to ongoing client reviews. Excels in developing tailored financial plans and implementing goals to meet the clients needs.

Overview

7
7
years of professional experience

Work History

Financial Services Representative

Gulf Coast Educators Insurance & Wealth Management
02.2023 - Current
  • Assessed client financial needs to recommend appropriate insurance and investment products.
  • Developed comprehensive financial plans to align with clients' long-term goals and risk tolerance.
  • Collaborated with team members to enhance service delivery and streamline operational processes.
  • Provided ongoing support to clients through regular policy reviews and updates on market changes.

Bookkeeper

Partin Professional Services, LLC
01.2018 - 12.2023
  • Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
  • Reconciled bank statements with internal records to maintain accuracy and resolve discrepancies.
  • Prepared monthly financial reports, summarizing key metrics for management review.
  • Implemented automated bookkeeping systems, improving efficiency in data entry and report generation.

Financial Services Representative

Primerica Financial Services
08.2020 - 04.2023
  • Educated clients on various financial products, ensuring informed decision-making for investments.
  • Resolved client inquiries promptly, fostering strong relationships and enhancing customer satisfaction levels.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Education

Associate of Science - Hospital And Healthcare Management

Heritage Institute
Fort Myers, FL
06-2012

Skills

  • Customer relationship management
  • Financial services
  • Customer relationship building
  • Account retention
  • Prospecting and Cold Calling
  • Networking

Timeline

Financial Services Representative

Gulf Coast Educators Insurance & Wealth Management
02.2023 - Current

Financial Services Representative

Primerica Financial Services
08.2020 - 04.2023

Bookkeeper

Partin Professional Services, LLC
01.2018 - 12.2023

Associate of Science - Hospital And Healthcare Management

Heritage Institute

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Virginia Partin