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Customer Service Sales

Location:
Albuq, 'Amran, Yemen
Posted:
May 28, 2014

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Resume:

Roger Freidank, LUTCF

**** **** ****** ** **, Albuquerque, NM 87120

Cell: 505-***-****:

acebux@r.postjobfree.com

Executive Profile

Strategic and results-driven Financial Executive offering distinguished

care in leading all levels of financial management functions. Demonstrate

expertise in business development, client relations, and financial

solutions. Strong persuasive leader with passion for developing staff and

helping clients in financial planning. Create highly profitable programs

through marketing, training, and partner relationships.

Skill Highlights

? Interpersonal skills ? Microsoft Word, Excel, PowerPoint

? Account management ? Project management

? Marketing ? Creative problem

resolution

? Presentation skills ? Verbal/written

communication

Core Accomplishments

. Established career of achievement and advancement, advising over 3,000

clients on their financial needs.

. Taught insurance and financial classes for 30 years.

. Mentored and trained 50 agents, providing hands on leadership.

. 100% referral based business due to outstanding knowledge, customer

service, and client relations.

. Achieved lifetime membership in Million Dollar Round Table.

Professional Experience

Life Insurance Department Director

September 2013 to current

Hub International-Southwest-Albuquerque, NM

Established life insurance department, creating all marketing, sales and

client services

Head of Life Insurance Department

January 2013 to August 2013

Manuel Lujan Agencies - Albuquerque, NM

Created life insurance department, handling all marketing, sales and

customer services

Owner / Financial Advisor

February 1981 to July 2012

RDF Financial LLC - Albuquerque, NM

Financial Planning:

. Advised clients on the best routes and products for their financial

needs, providing in-depth analysis and advice.

. Developed and wrote financial plans for clients, providing financial

solutions.

Human Resources / Staff Development:

. Interviewed, hired, trained, and supervised employees.

. Taught financial classes on investments and mutual funds, mentoring

employees. Sales / Marketing:

. Launched and marketed new products.

. Drove sales efforts to secure appointments and follow-up meetings.

. Established and developed contacts to present products and services.

. Prospected and qualified clients, identifying needs and providing

solutions. Customer Service:

. Organized and coordinated resources and deliverables.

. Demonstrate professionalism at all times.

. Identify opportunities for change and process improvement.

Client Relations:

. Deliver results with consistent communication with clients, promoting

excellent client relations.

. Support client's business requirements and offer value-added benefits.

. Prioritized ethics in building sound business practices.

Education

University of New Mexico

Bachelor of Business Administration

Bachelor of Arts in Journalism



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