Customer Service, Financial Services

Jacy Puckett

Austin, TX ***** ****.*******@*****.*** 520-***-****

SUMMARY

Collaborative, relational communicator with proven success in developing strong, trust-earning, client relationships. College graduate with working experience in financial marketing, sales, and personal service.

EDUCATION

Bachelor of Science in Agricultural Economics & Minor in Financial Planning, GPR: 3.1 (August 2017)

TEXAS A&M UNIVERSITY – COLLEGE STATION, TX

PROFESSIONAL EXPERIENCE

Northwestern Mutual, Austin, TX

Financial Representative, September 2017 – Present

Team with senior advisors to develop knowledge of best practices, financial strategies and products, and professional relationship building. Cultivated positive relationships with clients

Successfully prepare and present custom, comprehensive plans to match clients’ life needs and goals.

College Station, TX

Financial Representative Intern, June 2017 – August 2017

Excellent learning experience of financial services and products, and building prospects and client communications and relationships. Improved and developed business building networking skills.

Identified and counseled clients on finances and strategies.

Awarded “Power of 10” for writing 10 lives.

Earned Life and Disability Insurance licenses.

Cheddar’s Scratch Kitchen, College Station, TX

Server, Summer 2016

Delivered customer-focused, friendly, and speedy service while meeting customer and company required accuracy and quality. Cooperated with co-workers to achieve sales goals.

C&J Barbeque, Bryan, TX

Server, Summer 2015

Assisted guests with menu selection while providing courteous and efficient customer service. Effectively communicated with kitchen staff concerning customer orders and preferences. Worked productively and cooperatively with 20+ team.

COMMUNITY LEADERSHIP

Allies Against Slavery, sustaining member, 2018 – present

Capital City A&M Club, member, 2017 – present

Financial Planning Student Association (FPSA), member, 2015 –2017

Finance, Insurance, & Real Estate Club (F.I.R.E.), member, 2015 –2016

Big Event, volunteer, March 2014, 2015, 2016

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