primerica financial services resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.

Helpful Customer Experience passionate about delivering exceptional customer service to promote loyal business. Pleasant demeanor and excellent problem-solving skills. Dedicated to researching and identifying complete and lasting solutions to customer problems

Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

  • Business Relationship Management
  • Prioritizing and Planning
  • Compliance Assessments
  • Proactive and Focused
  • Financial Analysis
  • Persuasive Negotiations
  • Insurance Industry Knowledge
  • Equipment Safety Verification
  • Transporting Passengers
  • Unbiased Interviewing
  • Training Strategies
  • Critical Thinking
Primerica Financial Services, 04/2020 - Current
Lyft Sussex, NJ,
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Promoted products and services using upselling and other sales strategies.
  • Obtained underwriting approval by completing application for coverage.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans
Lyft Driver, 01/2017 - Current
Benchmark Hospitality Chicago, IL,
  • Inspected vehicle before and after every trip to assess performance and maintenance requirements.
  • Planned optimal routes to minimize delays and maximize time efficiency.
  • Checked vehicle after each shift for any damage and made sure it was properly cleaned and maintained.
  • Logged daily mileage, gas and other data in Software.
  • Utilized on-board computer to optimize routes and continuously meet estimated delivery times.
  • Maintained optimal safety by adapting driving to match current traffic conditions and applying defensive strategies to avoid accidents.
  • Transported clients to their destinations, safely and on-time.
  • Delivered goods and services to customers on time and in excellent condition.
  • Demonstrated professional conduct with clients and families do deliver outstanding customer service.
  • Practiced safe and secure loading methods to avoid damaging goods.
  • Completed order forms and collected payments to keep customer accounts current.
Financial Aid Student Worker, 01/2018 - 09/2019
Tarrant County College City, STATE,
  • Performed wide-ranging administrative, financial and service-related functions.
  • Double checked payments and documentation of students applying for loans.
  • Contacted families and students about late payments and account statements.
  • Assisted students and families in filling out financial aid applications.
  • Helped students sign up and design for payment plans.
  • Guided students through financial aid processes, by completing necessary forms and updating account records.
  • Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
  • Edited documents to keep company materials free of grammar errors.
  • Informed and supported business leaders through consistent communication and administrative support duties.
  • Assures compliance with all local, State, and Federal regulations and laws regarding student financial aid
  • Assists in providing direction, guidance, knowledge, and accurate information regarding financial aid, including but not limited to: TCC policies, and regulations of state and federal agencies
  • Manages specialized financial aid programs (reviews, processes, notifies, or reconciles)
  • Creates reports, business correspondence, forms, and presentations
  • Conducts staff training
  • Regularly interacts with faculty, campus and district administrators, technical staff, as well as other colleges
  • Assists the department with its outreach and awareness efforts, including conducting financial aid presentations, for both on and off-campus locations
  • Assist students with financial aid applications and processes
  • Evaluates student eligibility for financial aid awards including scholarships, grants, work-study, and loans
  • Enters and retrieves student information in student management system and Federal student aid databases in connection with the responsibilities of serving financial aid students
  • Collaborates with essential departments to ensure student preparedness and success
  • Participates on behalf of the College in external community organizations and associations as needed to directly support essential performance requirements achievement
  • Attends the workplace regularly, reports to work punctually, and follows a work schedule to keep up with the demands of the worksite
  • Completes all required training and professional development sessions sponsored through the Tarrant County College ( TCC ) Institute
  • Supports the values of the College: diversity, teaching excellence, student success, innovation, and creativity and service to the College
  • Supports the mission, values and 3 goals and 8 principles of the College
  • Works under the general supervision of the Director of Financial Aid or Assistant Director of Financial Aid Systems and Operations
Server, 01/2018 - 07/2019
BoomerJacks Bar And Grill City, STATE,
  • Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
  • Cultivated warm relationships with regular customers.
  • Worked with POS system to place orders, manage bills and handle complimentary items.
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
  • Explained menu items and suggested appropriate options for food allergy concerns.
  • Bussed and reset tables to keep dining room and work areas clean.
  • Used slow periods to restock supplies, ice, trays and delivery bags.
  • Kept register accurate through correct billing, payment processing and cash management practices.
  • Increased sales significantly by upselling higher-end products to customers.
  • Checked identification for minimum age for sale of alcoholic beverages.
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
  • Answered customers' questions, recommended items and recorded order information.
  • Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
  • Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
Education and Training
Associate of Arts: Nursing, Expected in 08/2022
Tarrant County College District - Fort Worth, TX
Status -
  • 3.15 GPA
  • Phi Theta Kappa Member
  • Women's Mentorship Program Member
GED: , Expected in 05/2005
Sherrouse - Monroe, LA,
Status -

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Resume Overview

School Attended

  • Tarrant County College District
  • Sherrouse

Job Titles Held:

  • Primerica Financial Services
  • Lyft Driver
  • Financial Aid Student Worker
  • Server


  • Associate of Arts
  • GED

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