Customer Service Sales

** ***** ******* **** - ******, MO *****

Phone 303-***-**** • E-mail – ***.***@*****.***

Kevin Wimberley

P rofessional & Educational Accomplishments

M anagement, Leadership, & Business Building

• As a financial advisor for Edward Jones, I was responsible for superior client

satisfaction, operation of a productive and ethical branch, prospect management, sales to new and

existing clients, and participation in regional business building conferences. Sales focused by asking for

t he order 25 times per day.

• In a previous position as a technical support engineer for 3 years, I was solely

responsible for all of the after-hours duties. This required a great deal of independence, time

management, and efficient process management in order to provide exceptional customer service.

• Completed Foundation® Management Simulation during senior year in college

w hich gave me a good understanding of how functional departments work together to achieve

operational and strategic goals.

• Through college curriculum, I have gained a broad knowledge in the field of

business and management including management theory and application, human resources, finance,

quality control, marketing, statistics, business law, operations, accounting, logistics, and

communications. Completed my senior year strategic management research paper on Callaway Golf

Company.

• As class president 3 years in a row in high school, I was responsible for

coordinating my class officers to make sure all events and activities ran smoothly and on time.

Computer & Information Systems Skills

• Professional certifications include CompTIA A+ and 3 IBM hardware certifications

• Previously worked with computer and network systems on a daily basis

• Demonstrated a high level knowledge of spreadsheet and database applications, as well as other

M icrosoft Office programs, through college cur riculum and on the job.

• Have completed a project management basics class and M icrosoft project class at previous

employer

• Able to learn new programs, methods, and processes quickly

Communication Skills

• Previously r esponsible for making 25 professional contacts per day with the goal of fur thering the

client creation process and asking for the order

• Demonstrate ability to connect with prospective and existing clients to build rapport and t rust via

face to face and phone communication

• Effective presentations through printed materials and M icrosoft PowerPoint

• Comfortable speaking in a group setting; able to present ideas and showcase knowledge effectively

Customer Service

• Edward Jones advisors are ranked #1 in client satisfaction for full-service brokerage fi rms by J.D.

Power which gives credibility to their t raining program

• Have worked in the customer service industry for over 6 years

• Demonstrated ability to deliver effective customer service on a daily basis while maintaining a

p rofessional relationship with clients. Able to effectively deal with unsatisfied customers to meet their

needs.

• Completed extensive sales t raining focused on client creation though asking the r ight questions,

p resenting myself in a professional manner, and matching a need with an appropriate product/service.

• Completed a Customer Relations t raining program at previous employer

Work H istory

• 08/2008 –10/2009 Edwa rd Jones, F inancial Advisor – Arvada, CO

o Actively prospect for new clients on a daily basis, focused on building the business through

referrals and networking groups, keep accurate contact information and conversation notes for

effective client creation and service, listen to client needs and present appropriate investment

p roducts/services, attend regular phone sessions/business building conferences, conduct client

appointments with thorough follow-up, work with wholesalers for sales ideas/new products,

p roducts/services sold are: mutual funds, stocks, bonds, IRAs, 529 plans, and life insurance.

o Active FINRA licenses: Series 7 and Series 66

• 09/2005 – 08/2008 Jack Hen ry & Associates, Technical Support

E ngineer – Monett, M O

o Analyze, t roubleshoot, and support banking software including ATM, debit card, and

p rocessing issues, communication problems, setup, configuration, and installation of ATMs. Perform

scheduled maintenance/upgrades to servers and software. Resolve customer support cases in a timely

and professional manner. Conduct research as necessary. Document all resolutions.

• 03/2003 – 09/2005 M DC Computer Co., Computer/Network

T echnician – Monett, MO

o Repair, upgrade, and t roubleshoot computer systems and software. Install, configure, and

maintain various small business networks including wireless. Communicate with end-users and

businesses to solve computer and network related issues. Retail environment, responsible for sales of

new computers and peripherals, responsible for service calls and accurate billing and payment

collection.

E ducation

• Bachelor of Science in Business Administration, M issouri Southern

S tate University – Joplin, M O

o Earned: May 2008, Major: Management

o Dean’s List – 3.80 GPA

• Associate of Arts in General Studies, Crowder College – Neosho, MO

o Earned: May 2006

o Dean’s List – 3.70 GPA

• H igh School Diploma, Monett H igh School – Monett, M O – Ea rned:

M ay 2004

o Finished in the top 5% of class with a 3.95 GPA

o Inducted into the National Honor Society

o Completion of the A+ Academic Program

• Southwest Area Career Center, 2-year program, Completed: May 2004

o Computer Maintenance & Networking

o Student of the Semester and Year

o Completed program with a 4.0 GPA

o Inducted into National Technical Honor Society

R eferences

• Available upon request

Contact this candidate