William Szenderski
Chicago,USA
Summary
Senior-level consultant with broad experience and readiness for high-impact advisory roles. Skilled in strategic planning, problem-solving, and effective communication. Strong focus on team collaboration and driving results, adaptable to changing needs. Known for reliability and building trust within teams and organizations.
Overview
5
5
years of professional experience
Work History
Senior Advisor
OneDigital Advanced Health
08.2023 - Current
- Developed personalized strategies to guide clients on medical benefits, enhancing overall satisfaction and retention.
- Facilitated client education on complex medical benefits, ensuring clarity and support throughout the decision-making process.
- Monitored and maintained CMS compliance across 900+ sales, resulting in a flawless complaint record.
- Executed smooth transitions in sales process to enhance customer experience from opening pitch to final close.
- Led team initiatives to surpass sales goals, resulting in measurable performance enhancements.
- Established licensing in 27 states, broadening market reach and fostering new business relationships.
- Developed and implemented strategies for compliance with federal and state regulations.
Client Service Specialist
Charles Schwab
08.2021 - 06.2023
- Collaborated with advisors to enhance client experiences, ensuring satisfaction and retention.
- Guided clients through financial transaction processes, ensuring accurate transfers, deposits, and account openings.
- Executed asset acquisition initiatives resulting in over $10 million in new assets, contributing to branch's growth in clientele.
- Led client meetings focused on account setup and transitions, guaranteeing smooth execution of procedures.
- Networked with professionals to promote Schwab services, increasing branch visibility.
- Managed client account inquiries using Charles Schwab's proprietary systems to ensure accuracy and efficiency.
Sales Representative
Wireless Advocates
02.2021 - 01.2022
- Achieved sales goals by promoting mobile devices to Costco members through clear and persuasive communication.
- Established and nurtured client connections to enhance referral rates and foster repeat business.
- Conducted targeted training for new hires in sales techniques, contributing to increased team performance and productivity.
- Established trust with Costco employees, enhancing sales and customer satisfaction.
- Conducted visits to various Costco locations across the state to enhance operational effectiveness.
- Analyzed carrier offerings to provide accurate recommendations, ensuring optimal client satisfaction.
Education
Bachelor of Business Administration - Organizational Leadership and Management, Professional Sales
University of Toledo
Toledo, Ohio05.2023
Skills
- Relationship building and management
- Data analytics
- Wealth management
- Sales expertise
- Presentations and public speaking
- Client engagement
- Customer service
- Time management
Timeline
Senior Advisor
OneDigital Advanced Health
08.2023 - Current
Client Service Specialist
Charles Schwab
08.2021 - 06.2023
Sales Representative
Wireless Advocates
02.2021 - 01.2022
Bachelor of Business Administration - Organizational Leadership and Management, Professional Sales
University of Toledo