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Financial Services Representative Resume Example

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JL
FINANCIAL SERVICES REPRESENTATIVE
Professional Summary

Licensed experienced Financial Service Representative and Insurance Agent through the department of financial services, with a life and health license that is a proven leader and has experience working with fortune 100 company and building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to providing top notch customer service and generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated ability to leverage a network of customer contacts to increase understanding of customer needs and intuitively employ strategies that grow business and strengthen customer relationships. Skilled at identifying and managing the negotiation tactics used by customers to work towards collaborative relationships.

Work History
New York Life Insurance Co - Financial Services Representative New York, New York 10/2018 - 04/2019
  • Licensed with a life and health license through the department of financial services
  • Collaborated with underwriting to determine premiums and to obtain policy analytics
  • Call potential clients to expand their customer base Interview prospective clients to get data about their financial resources and discuss existing coverage
  • Explain the features of various policies Analyze clients' current insurance policies and suggest additions or changes Customize insurance programs to suit individual clients
  • Handle policy renewals Maintain electronic and paper records Help policyholder's settle claims Completed Pre Licensing requirements with the state of New York Licensed to sale, Solicit and practice life insurance In the State of New York
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge
  • Tracked the progress of all outstanding insurance claims
  • Met with prospective customers and business owners in homes, businesses and other settings
  • Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Promoted company as superior provider committed to customer needs and satisfaction
  • Worked closely with external partners and members of the local community to create continuous client referral sources
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans
  • Responsible for coordinating and giving detailed presentations to clientele to ensure correct custom made financial plans are a perfect fit for their financial needs
  • Licensed to submit authorized financial and insurance products approved by the department of financial services.
  • Responsible for making 80-100 calls daily to clientele to ensure customer satisfaction and proper follow up from our firm.
  • Responsible for making 80-100 calls daily to clientele to ensure customer satisfaction and proper follow up from our firm.
  • Responsible for preparation of detailed spreadsheets,reports,graphs,illustrations and using company wide database in a efficient and effective manner to data mine specific related information related to client needs.
  • Responsible for coming up with detailed solutions for client based needs based on obtained information from client.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Audi-Volkswagen Of Manhattan - Sales Coordinator/Customer Service Representative New York, NY 02/2018 - 08/2018
  • Take customers through a thorough buying process supported by established selling steps and procedures
  • Develop and relay a high level of product knowledge around vehicle features Enhance the sales process by demonstrating the vehicles features and conducting a test drive
  • Transfer ownership of vehicles utilizing an established delivery process which insures the customer understands the vehicles operating features and warranty
  • Maintain owner follow-up system that encourages repeat and referral business and contributes to customer satisfaction, loyalty and long term clientele Assist management in ensuring the lot is merchandised correctly to maximize sales Prospect for customer leads Close deals
  • Identified prospects' needs and developed appropriate responses along with information on products and services that would be suitable
  • Evaluated inventory and delivery needs, optimizing strategies to meet customer demands
  • Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral
  • Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
  • Prepared pricing strategies for current customers to enhance sales and increase profitability.
  • Responsible for making 80-100 calls daily to clientele to ensure customer satisfaction
River Hills Country Club - Server/Customer Service Repersentative Lake Wylie, SC 12/2014 - 12/2017
  • In charge of guest hospitality as well leadership over staff Participated as a swift and resilient team player during periods of high guest occupancy to ensure smooth customer attention and satisfaction across restaurant
  • Quick and efficient memorization and recall of information regarding sales items and protocols Was able to patiently and respectfully address customer concerns with a positive and solution-oriented mindset
  • Managed event contracts, including estimates, event profiles and post-event summaries
  • Ensured customer satisfaction by responding quickly to orders and entertainment requests
  • Assisted in cashiering and Point of Sale (POS) system procedures during busy hours
  • Demonstrated genuine hospitality while greeting and establishing rapport with guests
Webber Marketing - Administrative Assistant /Customer Service Representative Charlotte, NC 12/2014 - 12/2017
  • A member of the sales promotion and advertising team
  • It was my responsibility to market and promote our brand at pubic and private events as well as selling the clients Apparel and Merchandise Provided organizational leadership and accountability for company marketing assets
  • Planning collaborative process delivering world class business plans Identified new growth opportunities based on insights of consumer mindset and industry developed annual retail promotion calendar for sales teams,
  • Inclusive of budget allocation by customer create customized brand activations plans and tactics for company sponsors within budget Responsible for the development of marketing strategies that drove key imperatives
  • Set up appointments with potential and current customers to discuss new products and services
  • Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral
  • Demonstrated products and specific features at customer locations and special events
  • Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings
  • Collaborated with senior sales, engineering, and other business development executives to create best practices marketing initiatives and media positioning for vertical markets
  • Worked closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings
  • Responsible for preparation of detailed spreadsheets,reports,graphs,illustrations and using company wide database in a efficient and effective manner to data mine specific related information related to client needs
  • Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors.
Skills


  • Microsoft Word, Excel, Powerpoint certified through college programing
  • Created and updated electronic files
  • Proofread files to ensure accuracy and completeness
  • Followed guidelines for access to files
  • Customer service
  • Provided responsive customer service in a hospitality and a business setting
  • Collaborated with volunteers and vendors when planning
  • Computer & office skills
  • Microsoft word to create professional business documents
  • Created and used Microsoft Excel spreadsheets to keep track and organize
  • Created new database in Microsoft Access, ran reports for groups
  • Demonstrated resourcefulness with internet searches and other web-based application
  • Gained experience with taking notes and transcribing effective use of copier
  • Administrative, Marketing strategies, Sales
  • Advertising, Marketing, Spreadsheets
  • Budget, Market, Swift
  • Business plans, Access,
  • Team player
  • Communication skills, Microsoft Access, Telephone, Microsoft word
  • Customer satisfaction
  • Customer service,
  • Office Management
  • Organizational
  • Presentations
  • Leadership
Education
12/2017 Central Piedmont Community College Charlotte, NC Associate of Science: Business Administration
Relevant course includes software applications, Record management, Principles of finance, Sales, and Administrative office Management
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Resume Overview

Companies Worked For:

  • New York Life Insurance Co
  • Audi-Volkswagen Of Manhattan
  • River Hills Country Club
  • Webber Marketing

School Attended

  • Central Piedmont Community College

Job Titles Held:

  • Financial Services Representative
  • Sales Coordinator/Customer Service Representative
  • Server/Customer Service Repersentative
  • Administrative Assistant /Customer Service Representative

Degrees

  • Associate of Science : Business Administration
    Relevant course includes software applications, Record management, Principles of finance, Sales, and Administrative office Management

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