Ā Resourceful and trustworthy Retirement Plan Service Representative with the passion, innovation, and leadership skills to make an instant positive impact in any organization.Ā Capable of processing and applying new concepts quickly, coupled with a firm commitment to strong quality customer service. Ā Valued by superiors for leadership abilities, willingness to adapt and the ability to produce results in high pressure situations.Ā
- Series 6 (Investment Company and Variable Contracts Products Representative)
- Series 63 (Uniform Securities State Agent State Law Exam)
Lenexa, KS, 06/2015 - Current
- Present exceptional customer service to clients by assisting them with proper retirement plan information
- Present assurance on day to day processes andĀ accurate time frames to complete transactions within retirement accounts
- Participate in detailed investment discussions with clients in order to establish them into a qualified asset allocation based upon their financial goals and risk tolerance
- Provide coaching and mentoring to new hires in order to teach them their current roles
- Review and evaluate calls of fellow crew members in order to provide proper feedback and coaching points in the role as a backup for the Call Quality Team
- Work as a backup for the Resource Center to assist in handling problem resolution cases within retirement accounts
- Facilitate training classes for contribution changes, terminations, and as well as the handling of QDRO's within retirement plans
- Participate in a Self-Directed Brokerage option project that is scheduled to elevate January 2018Ā within a selected group of retirement plans
- Collect data from existing clients with the primary goal of assessing the true opportunity for web containment and identify opportunities for potential experiments to improve the web experience as well as department resources
Los Lunas, NM, 05/2012 - 05/2015
- Provided customer service by telephone as well as face to face to clients in regards to their gym memberships
- Secured new memberships and pitched sales to potential customers
- Placed outcalls to members regarding over due payments, ran collections of credit card payments and also completed the process of membership cancellations
ā
Rancho Cucamonga, CA, 08/2014 - 08/2015
- Monitored environment by verifying identification cards of customers
- Escorted overly intoxicated and disruptive individuals out of the bar in a respectful manner
- Assisted with bar inventory as well as promoting the restaurant through various social media sites
City, STATE, 08/2014 - 11/2014
- Conducted medical swabs of patients within two psychiatrist offices for the primary purpose of researching if they were on the proper dosage of prescribed medication.Ā
- Managed classified documentation of patients and handled the process of providing test results of each patient to the prescribing doctor
ā
City, STATE, 04/2014 - 07/2014
- Managed highly classified paperwork that pertained to serious criminal cases throughout Montgomery County
- Conducted clerical work for various law enforcement officials as pertaining towards criminal proceedings
- Engaged in various police activities with law enforcement officials from Montgomery county and worked with Norristown and Upper Merion Police Departments as well, including observing numerous court hearings.
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Resume Overview
School Attended
- The Pennsylvania State University
Job Titles Held:
- Retirement Plan Service Representative
- Front Desk Attendant
- Bouncer/Barback
- Medical Technician
- Seasonal Intern
Degrees
- Bachelor of Arts
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