Experience

• 

  Jeff webb - state farm insurance agent

  Aug 2020 - May 2021

  Account representative

  • Handled approximately 250 outbound and inbound calls (sales and service related) per week for individuals purchasing insurancecoverage and managing insurance accounts.• Increased average quota by 150% in the last quarter of 2020.• Developed and implemented a successful strategy to target and exceed company's ideal production level.• Provided excellent customer service by displaying consistent, positive attitude towards clients, potential clients, and peers, even inhigh-stress situations.• Recommended type and amount of coverage based on analysis of customers' financial circumstances using persuasive and emphaticsales techniques. Show less

• 

  Fidelity investments

  Apr 2021 - Jan 2022

  • Established rapport with customers by completing 40+ daily transactions regarding workplace retirement plans (i.e. withdrawals, loans, account updates, exchanges, rebalances, and contributions).• Effectively utilized and navigated internal resources to arrive at the right solution for clients e.g. computer systems, online resources, and business partner relationships.• Exhibited adaptability with thriving in various environments and roles (i.e. WFH, overtime, etc).• Displayed an "Of service" attitude for approximately 400 clients weekly by managing challenging situations and conversations while utilizing pro-active problem-solving skills. Show less • Introduced 401(k) participants to business partners to conduct appropriate Investment Solutions conversations.• Built rapport and opened conversations Fidelity clients through profiling and utilizing consultative skills with client interactions.• Utilized book-management and time-management skills by effectively handling 150 leads a week through lead utilization.• Set up targeted appointments for financial consultants to address client needs related to products and services.• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a beneficial and strategic financial plan for retirement. Show less

  • Finance Customer Associate

    Oct 2021 - Jan 2022

  • Workplace Planning Associate

    Apr 2021 - Oct 2021
• 

  Express employment professionals of fort worth, tx

  Jan 2022 - Jun 2022

  Financial services associate

  • Leveraged approved technology to maximize practice efficiencies including documenting notes in Client Relationship Management (CRM) system• Provided high-touch client service by communicating via phone, email, and written correspondence• Created balance sheets & financial reports via financial softwares• Assembled required forms & data for professional client presentations • Implemented, serviced, and provided technical support investment and insurance products • Worked directly with clients, investment & insurance vendors, and broker-dealer to effectively reach clients’ financial goals Show less

• 

  Charles schwab

  Jun 2022 - now

  • AS WST Dedicated Specialist

    Jul 2024 - now

  • Workflow Operations Associate

    Jun 2022 - Aug 2024