Administrative Professional
Resume:
Jolene M. Foster
******.******@*****.***
Employment History
January 2012 - June 2013 Glynlyon, LLC
Nisswa, MN
Business Development Representative - Odysseyware K-12 On-Line Curriculum
Identify prospects; Schools, Districts, Departments of Education, Charter,
Private, etc.
Contact nationwide prospects by phone and email thru CRM and MDR registry
Position product, qualify and set appointments for Field Sales (webinar, on-
site, coach)
Create and build relationships thru strong interpersonal skills thru phone
and email
Record activities in Sales Logix CRM database
June 2011 - January 2012 Mills Automotive Group
Brainerd, MN
Customer Care Center - Automotive Internet Sales
Assist customers across a variety of dealerships in a team call center
environment
Conduct campaign outbound calls and emails and record activities in ADP CRM
Respond timely to requests from CarSoup, GMBuyPower, Dealerskins, etc.
Assist Sales Consultants with closing sales and getting referrals
Attend weekly sales and vehicle product training: Ford, Lincoln, Buick,
GMC, Honda, Jeep, Nissan, Scion and Toyota.
September 2007 - June 2010 Ascensus Retirement Services
Brainerd, MN
New Business 401(k) Installation Supervisor
Directly managed 9 Installation associates on the Oppenheimer & Mutual of
Omaha team
Assist with department of 30+ on-shore and 15+ off-shore individuals in a
variety of New Business roles
Provide timely coaching, training, career development, and 1:1 performance
feedback
Coordinate the conversion of plan assets onto the WyStar daily
recordkeeping system
Resolve systemic processing and asset reconciliation issues timely and
effectively
Develop metrics to improve process efficiency, reduce redundancy, mitigate
financial risk and exposure.
Knowledge of recordkeeping operations (Plan documents), rules (ERISA) and
regulations (DOL/IRS).
August 2005-September 2007 BISYS Retirement Services
Brainerd, MN
Participant Services Call Center Supervisor
Directly manage team of Merrill Lynch and Core Participant Services Call
Center associates and assist in managing 30+ call center associates
Collaborate with peers and associates on escalated issues; resolve trade
issues accurately
Manage daily metrics, call volumes and schedule staff accordingly
Review recorded calls for quality assurance, metrics and standard business
acumen
Mitigate risk and exposure, create and participate in leadership projects
as needed.
February 2005 - August 2005 BISYS Retirement Services
Brainerd, MN
AIM Balance Forward Recordkeeping Supervisor
Lead team of 8 operation and service associates for the AIM Aplus plans
Coach, mentor and develop staff to exceed metrics and build career goals
Ensure adherence to departmental standards, initiatives and customer
service metrics
Initiate, lead and timely deliver projects in alignment with business goals
September 2000 - February 2005 BISYS Retirement Services
Brainerd, MN
Retirement Products & Services Sales Representative (RPS)
Sales of IRA and Qualified Plan products to broad range of financial
institutions
Deliver all products as sold and provide excellent customer service
Cultivate key relationships in the Northeastern territory, travel as needed
Generate revenue sales thru outbound calls and email
Create territory sales quota goals and deliverables quarterly, semi-
annually and annually
Attend industry product and vendor conferences to network and build
relationships to grow sales
September 1998 - September 2000 Universal Pensions, Inc.
Brainerd, MN
Customer Service Representative
Create and maintain positive relationships with UPI and its recordkeeping
clients; plan sponsors, brokers, trustee/custodians, plan administrators
and alliance partners.
Proactively manage a block of 100+ defined contribution/money purchase
plans in a daily valuation recordkeeping environment
Resolve customer and plan service issues at point of call
Knowledge of proprietary and non-proprietary plan documents; profit
sharing, money purchase and 403b plans, IRS, DOL and ERISA rules,
regulations and compliance testing
March 1997 - Sept. 1998 American Express Financial Advisors
Minneapolis, MN
Health Insurance - Sales Support Specialist
Provide Financial Advisors with marketing and sales strategies of
proprietary and non-proprietary Health Insurance products; long term care,
disability income, Health Savings Accounts and Section 125 cafeteria plans.
Train sales concepts, competitor pricing/benefit comparisons and product
positioning within the context of financial planning thru on-site, video
and/or teleconference venues
Provide direct support to territory Divisional Vice President
Collaborate on the development and production of product enhancements,
market positioning, communications and training materials.
March 1997 - March 1997 American Express Financial Advisors
Minneapolis, MN
Policy Change Account Manager
Service whole Life, Term Life, Disability Income and Long Term Care
insurance policies; add/change
Knowledge of claims processing, insurance product to include underwriting,
contract provisions, product features and insurance industry guidelines
(LOMA)
Education
University of Minnesota
Bachelor of Arts - Communication, Psychology Minor
Continuing Education
American Society of Pension Actuaries (PA-1A and 1B), series 6 (taken, no
certification offered at the time)
Leadership orientation and DiSC Leadership training
Project Management Fundamentals
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