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W.F.G/Transamerica - Associate Broker Resume Example

Resume Score: 70%

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ASSOCIATE BROKER
Professional Summary
Analytical professional of 7 years, experienced in office administration, cost analysis, retail management, and financial services. Licensed to broker investment vehicles and insurance. Well versed in expense management, inventory control, and book keeping.
Skills
  • Inventory control and loss prevention
  • Cost analysis and database management
  • Invoice processing and billing reconciliation

  • Excellent at communication and critical thinking
  • Organized and efficient
  • Microsoft Excel, Outlook, and Word proficient

Work History
Associate Broker Apr 2013 - Current
W.F.G/Transamerica Savannah, GA
  • Assess financial needs of households and small businesses, and provide solutions through investment and insurance options.
  • Perform periodic budgeting/modeling for clients to extrapolate future cash allotment.
  • Pursue continuing education in finance to maintain licensing and ensure compliance with state and federal law.
Personal/Administrative Assistant Oct 2010 - Current
Freelance Savannah, GA
  • Provide individual and business clients with database maintenance and back office support.
  • Manage office supplies, vendor contracts, and overall upkeep for multiple small businesses.
  • Coordinate scheduling, travel arrangements, events, and personal errands for executive clients.
Assistant Manager May 2012 - Nov 2013
Vitamin World(N.T.B.Y.) Savannah, GA
  • Directly accountable for store inventory and loss prevention. Responsible for physical audits each quarter.
  • Act as liaison between Vitamin World stores and local gyms as administrator of N.T.B.Y. affiliate program.
  • Hire, train, and evaluate personnel in sales and marketing.
Expense analyst and account manager Oct 2009 - Oct 2010
Vision Wireless Augusta, GA
  • Analyze telecom expenses and recommend solutions to corporate clients.
  • Compare and reconcile data between internal database and vendor invoices.
  • Manage wireless device inventory, and distribute as required.
  • Provide back office support to account reps, and assist in general department administration.
Account Manager Sep 2007 - Oct 2009
Cox Communications Chesapeake, VA
  • Promoted from sales representative to commercial account manager in 2008.
  • Assign device distribution for service installations and transfers.
  • Provide administrative and technical assistance to sales reps, and coordinate appointments between clients and technicians.
Assistant Manager Jun 2005 - Sep 2007
Luxottica Retail(Sunglass hut/Lenscrafters) Norfolk, VA
  • Generate repeat business through exceptional customer service.
  • Train and developed new associates on POS system and key sales tactics.
  • Develop inventory management and loss prevention skills to improve overall store accounting and reduce shrink.
  • Left company in 2007 to pursue other opportunities, but returned briefly as interim store manager at Savanna location in 2010-2011.
Education
Bachelor of Arts: Liberal Arts Current
Armstrong Atlantic State University Savannah, GA
High School Diploma: College Prep 2004
Effingham County High Springfield, GA




References Available upon requrest
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Resume Overview

Companies Worked For:

  • W.F.G/Transamerica
  • Freelance
  • Vitamin World(N.T.B.Y.)
  • Vision Wireless
  • Cox Communications
  • Luxottica Retail(Sunglass hut/Lenscrafters)

School Attended

  • Armstrong Atlantic State University
  • Effingham County High

Job Titles Held:

  • Associate Broker
  • Personal/Administrative Assistant
  • Assistant Manager
  • Expense analyst and account manager
  • Account Manager

Degrees

  • Bachelor of Arts : Liberal Arts Current
    High School Diploma : College Prep 2004

Where can I find a W.F.G/Transamerica Associate Broker resume example in Pooler, Georgia ?

This is an actual resume example of a Associate Broker who works in the Office Assistants Industry. LiveCareer has 151596 Office Assistants resumes in its database. LiveCareer’s Resume Directory contains real resumes created by subscribers using LiveCareer’s Resume Builder.

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