Customer Service Sales
Resume:
Presentation of Qualifications
Jennifer Foglia
Danbury, CT 06811
203-***-**** (home)
845-***-**** (cell)
*******@*****.***
CAREER OBJECTIVE
Seeking a challenging position where extensive experience
and interpersonal skills may be professionally utilized
while allowing for advancement.
Jennifer Foglia
10 Clapboard Ridge Road, #13B
Danbury, CT 06811
203-***-**** (home)
845-***-**** (cell)
*******@*****.***
Please accept this letter and attached resume as my expressed interest in
joining your organization in a position suitable to my professional
qualifications. I shall be relocating to the Tempe area next year, once I
secure appropriate employment.
As my resume reflects, I have extensive and diversified experience in
financial services, sales/territory management, new business development,
quality customer service, seminars, consulting, financial analysis,
regulatory compliance, account maintenance, statistical reporting, and
staff training. Furthermore, these qualifications are complemented by
strong interpersonal and analytical skills. With this background, I am
certain that I will make a valuable addition to your organization.
Should you need additional information, or to schedule an interview, please
feel free to contact me at your earliest convenience. My salary
requirements are negotiable.
Thank you for your time and courtesy in reviewing this material. I look
forward to your forthcoming response.
Sincerely,
Jennifer Foglia
SUMMARY OF QUALIFICATIONS
Background includes extensive and diversified experience in these key
areas:
Financial services ... Sales/territory management ... New business
development ... Quality customer service ... Telemarketing ...
Seminars ... Consulting ... Financial analysis ... Research ...
Regulatory compliance ... Administration ... Account maintenance ...
Medicare/Medicaid billing ... Collections ... Statistical reporting
... Staff training ... Computers (Microsoft Word, Excel, PowerPoint,
Windows, Team DME, Internet) ...
Self-motivated; effective analytical and organizational skills; work well
independently or as a team player; interact effectively with all levels of
management; take charge of situations to execute permanent results.
PROFESSIONAL EXPERIENCE
MUTUAL OF AMERICA, Tarrytown, NY 11/04 to present
Associate Account Representative
. Responsible for the sale of retirement planning products, such as
IRAs, 401(k)'s, 403(b)'s and individual equity accounts, to businesses
and high net worth individuals.
. Manage an expansive territory encompassing upstate New York.
. Duties include researching market opportunities, preparing sales
forecasts, developing new business, generating referrals from
satisfied clients, increasing use from existing accounts, consulting
with clients, discussing financial needs, preparing costs analyses and
contribution scenarios, researching investments, recommending
products, handling initial enrollment, making plan amendments,
ensuring compliance with regulatory standards, resolving problems, and
effective client relations.
. Promoted through the ranks from prior positions of Assistant Service
Manager, Senior Correspondent and Secretary, gaining hands-on
experience in all aspects of financial services.
. Achieved 100% of quota for 2009 ($2.9 million).
. Key accounts include the Salvation Army, Archdiocese of New York, ARC
(Association for Retarded Children) and Jawonio.
. Represent and promote the company at financial planning seminars,
employee education sessions and other public events.
Assistant Service Manager / Senior Correspondent / Secretary
. Responsible for providing back-end plan administration and marketing
support.
. This involved extensive customer service, responding to inquiries
regarding products and services, account maintenance (enrollments,
adjustments, terminations, withdrawals), handling claims, quality
control on new contracts, preparing client correspondence, researching
and resolving problems, statistical reporting, maintaining account
records, and ordering all office supplies.
. Also assisted the Vice President with special projects.
. Reorganized office systems and procedures for greater efficiency.
. Designed and created various new forms, reports and other documents.
. Assisted with the training and supervision of Regional Office staff.
continued next page ...
STONEBRIDGE MEDICAL, Pelham Manor, NY 2002-2004
Business Representative
. Responsible for providing inside sales support for this distributor
of medical supplies.
. Specific duties included developing new business contacts,
processing orders, Medicare/Medicaid billing, coordinating shipping,
resolving problems, preparing sales reports, maintaining account
records, data entry, assisting with month-end closing, and providing
quality customer service.
MIGHTY JOE YOUNG'S, White Plains, NY 2000-2004
Senior Server
. Duties at this high-volume restaurant included extensive
customer service, upselling additional menu items, taking and
delivering food orders, resolving problems, processing payment,
training new staff, and maintaining effective public relations.
. Three time winner of wine sales competitions sponsored by
Frederick Wildman, Paramount/ Eber Bros. and USA Wine Imports.
WARREN SEPER, Rye, NY 1997-1999
Office Assistant
. Provided administrative/customer support for this insurance broker.
. Conducted telemarketing for small business and personal accounts.
. Processed direct mailings for life and health insurance policies.
MUTUAL OF OMAHA, Bayside, NY 1994-1996
Business Clerk
. Served as Customer Service Representative for policy holders and
agents.
. This involved a high volume of data entry for new business
applications and business commissions, collecting on outstanding
premiums, processing payments, and maintaining account records.
. Also assisted underwriters with the processing of new policies.
EDUCATION
Series 6 and 63 Licenses
New York State Life, Health & Accident Insurance License
College of Financial Planning
CRPS (Chartered Retirement Planning Specialist)
Roosevelt High School, Yonkers, NY
Graduated with Diploma, 1994
- Excellent references available upon request -
Contact this candidate