To obtain a fulfilling career with an organization where there is an opportunity for advancement.
JD Mellberg Financial - Senior Account Exec
January 2017 - Present
Speaks with and qualifies potential clients for face to face meeting with financial professional for retirement planning strategy session. Schedules and manages appointments and tracks meeting. Works to reschedule, cancel, and save meeting. Interacts with existing clients for annual reviews and advisor changes. Works to match proper advisor with client with ultimate goal of capturing and maintaining client assets under firm management. Over $10 million in paid assets gathered as a result of meetings scheduled. Consistently top.
Coworx - Sales Senior
August 2012 to January 2017
Manages a team of approximately 40 agents. Monitors day to day, week to week, and month to month variance in key performance indicators related to sales. Live monitoring of calls, as well as goal setting, follow ups, data tracking, and excel report running. Sends hourly and daily reports. Documents all coachings. Interacts well with all agents as well as other members of leadership.
APAC Customer Services - Customer Service Representative
July 2004 to October 2009
Attracts potential customers by answering product and service questions; suggesting information about other products and services. Opens customer accounts by recording account information. Maintains customer records by updating account information. Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. Maintains financial accounts by processing customer adjustments. Recommends potential products or services to management by collecting customer information and analyzing customer needs. Prepares product or service reports by collecting and analyzing customer information. Contributes to team effort by accomplishing related results as needed.
Pima Community College
Associates of Liberal Arts Social Services
August 2008 to January 2012
Graduated with Honors