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Client Service Associate, Financial Associate, Customer Service Associate, Sales Resume
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| Desired Industry: Finance/Investment |
SpiderID: 19654 |
| Desired Job Location: Auburn Hills, Michigan |
Date Posted: 3/5/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: March 17, 2008 |
| Desired Wage: 45000.00 |
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U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, 50-75% |
| Highest Degree Attained: Other |
Willing to Relocate: Undecided |
Objective:
KAREN E QUIN
3058 CARLY COURT
AUBURN HILLS, MI 48326
kquin707@yahoo.com
Home: 248-377-0332 Cellular: 248-797-3078
Dynamic, focused financial person with the ability to work in groups and under pressure. High energy individual, entrepreneur, fast learner with a strong finance background. I am a highly motivated individual with current NASD Series 6 and 63, plus State Life and Health licenses in Michigan. Seeking to become full-time employed as a Financial Advisor (Financial Associate, Client Service Associate, Customer Service Associate) in hopes of contributing to the overall goals and objectives of your organization.
Experience:
I have over twenty-five years experience in customer service and fifteen years in the insurance industry. I am able to work in a fast-pace environment while implementing best practices in customer service. I posses excellent written and oral communication skills along with dependable work ethic.
Education:
EDUCATION
Western Michigan University,
Kalamazoo, MI – General Studies
Oakland University - Rochester
Hills, MI
Oakland Community College –
Auburn Hills, MI
Skills:
WHAT I AM CAPABLE OF DOING:
- Selling to and servicing an existing client base developed through your organization's Retirement's group sponsored relationships.
- Building on current client relationships to provide your clients with products such as annuities, mutual funds, life insurance and long term care insurance
- Fifteen years industry experience.
- Proven knowledge of the financial industry.
- Series 6 and 63
- State Variable Life & Health Licenses
- Inclination toward sales
- Ability to quickly learn and market a variety of financial products and services.
- Exceptional communication
- Effectively utilizing technology for sales presentations and account servicing.
- Building customer loyalty
- Initiating action
- Contributing to team success
- Time management
- Ability to work with very limited supervision
Additional Information:
SUMMARY OF QUALIFICATIONS
Provides strategic planning and account management for existing and new accounts.
Directs and manages the administration of contractual requirements and obligations.
Manages the new and renewal implementation process for partnerships.
Interfaces with operations to ensure smooth delivery of services.
Maintains ongoing account relationships at multiple levels throughout the customers' organizations.
Makes recommendations for improvements as needed to meet customers expectations.
Provides both on-site and off-site customer service, providing support for product , marketing material, contract interpretation, benefits, and enrollments.
Coordinates open enrollment meetings, renewal process and training sessions.
Makes routine account visits.
Works on special projects as assigned.
Performs other duties as assigned.
Reference:
References available upon request.
Candidate Contact Information:
This candidate has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response. |
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