Customer Service Sales

Kelli A. Rose

***** ******* **** *****. ( Geismar, LA 70734 225-***-**** (

*************@*****.***

Training and Development Specialist

Training

Summary Project Management and Business Acumen

Able to define, communicate and fulfill project goals and break

complex issues into manageable parts. Demonstrated performance

has resulted in a successful career and produced highly

satisfied clients. Proven record of leading successful teams to

achieve desired goals. Extremely adept at multi-tasking and time

management.

Exemplary Accomplishments

Consistently meet or exceed annual goals. Successful record of

working with teams in the development of high-quality

deliverables.

High Impact Communication

Ability to educate, sell and task complicated projects in an

environment where individuals are not business savvy.

Demonstrated a successful career in communicating with clients

and employees from different education levels.

Career

Summary USAgencies Insurance Company-Baton Rouge, LA

June 2008-present

Operations Trainer

Coordinates, creates, and facilitates multiple

training classes for new agents hired in the field offices. Develop

communications to inform the retail sales agents

of all enhancements to products, new products, and

information relevant to the retail sales agent

position. Specific responsibilities include:

o Did field studies to evaluate job duties and developed the

current New Agent Training Program used in the training of

the agent sales force. Facilitates the class on a bi-weekly

basis. The course is a hybrid of Captivate Modules,

Instructor led training via go to meeting, and hands on

skills assessment. Course includes multiple highly

advanced tests to ensure agent understands the processes

that are taught in the course.

o Successfully created Louisiana State approved 12 hours of

Continuing Education Classroom material for all Property

and Casualty license renewals.

o Tracked all license renewals and Continuing Education hours

for all sales agents in the retail sales offices.

o Monthly audit of all training material to ensure curriculum

is current and correct.

o Develop and maintain user guides and job aids for all

systems used by sales agents.

o Develop and maintain over 15 Adobe Captivate modules.

o Continually meet with management and subject matter experts

to determine if the training courses design still meets the

needs of the sales force or if changes need to be made.

Hancock Bank-Baton Rouge, LA

June 2007-June 2008

Regional Instructor

Coordinates and facilitates multiple training

classes for tellers, customer service representatives, and managers.

Develops communications to inform the retail staff of all

enhancements to products, new products, and

information relevant to the retail

banking position. Specific responsibilities include:

o Develops ideas and programs to produce a highly profitable

sales staff.

o Develops and facilitates all training to all retail branch

employees.

o Provides superior support and coaching for struggling

employees.

o Develop and maintain user guides for all systems used by

retail branch employees.

Wells Fargo Home Mortgage-Baton Rouge, LA

February 2006-June 2007

Sales Development Consultant

Coordinated and facilitated multiple training classes for account

executives. Developed marketing pieces for all new product

enhancements. In-depth analysis of competitor's products to

assist in the structuring of product enhancements. Developed

communications to inform the sales staff of all enhancements to

products, new products, and information relevant to the account

executive position. Specific responsibilities included:

o Developing and facilitating training to account executives.

o Provided superior support to account executives.

o Developed and maintained user guides for all systems used

by account executives.

Hancock Bank-Baton Rouge, LA

Branch Operations Manager

August 2005-February 2006

Achieved sales and profit objectives for fast-paced banking

services firm. Built account base through referrals, networking

and creation of strong business relationships with existing

customers. Expertise included both account management and

development of new business from existing and new territories.

Specific responsibilities include:

o Demonstrated firm understanding of client need and

provided effective solutions

o Provided superior customer service on all accounts

o Responsible for most aspects of making sure the branch

operates and runs efficiently and smoothly

Financial Service Associate

February 2005-

August 2005

Cultivated sales and provided exceptional customer services

Established highly profitable client base through referrals,

networking and maintaining constructive relationships with

clients and support staff. Specific responsibilities include:

o Acted as integral part of the sales organization and

assisted in growing account revenues

o Developed and maintained constructive relationships with

managers, staff and clients

o Provided superior customer service, ensuring client

satisfaction and repeat business

Management Associate Program

August 2004-February 2005

Trained in every department of the company with an emphasis on

management, sales, and customer service.

Attended Teller School, SalesPro Training, Outlook training,

Consumer Credit School, and Business Credit Class, and many other

classes.

Licenses Louisiana Property and Casualty Insurance License

Education Southeastern Louisiana University - Hammond, LA

B.A., Business Management, May 2004

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