Customer Service Sales

Molly Pitts

Insurance Agent/Loan Officer

Tifton, GA

*****.******@*****.*** - 229-***-****

WORK EXPERIENCE

Financial Advisor

Northwestern Mutual - Tallahassee, FL - October 2013 to Present

Responsible for prospecting and generating multiple new clients and new meetings every day.

Proactively work with existing clients to ensure that all of their financial goals are met through extensive

planning and actions.

Generate new recruits and speak with new recruits regarding impact of this career.

Establish a high activity and high involvement schedule for each week that includes sales, recruiting, financial

planning, prospecting and servicing existing clients.

Leader in sales and production for reps under two years of service.

Established an excelling work record while working from home.

Insurance Agent/Loan Officer

State Farm - March 2010 to October 2013

Certified and licensed in Georgia for the sale of the following: Property and Casualty, Life and Health, and

Bank products. Currently possess an active 215 and 220 license in the state of Florida.

• Provide customer service and assess customer's needs in order to make sure that all customer needs are

properly met.

• Possess a high knowledge of ever changing State Farm products and systems to make sure that all products

are sold and maintained properly.

• Assist customers with initial claims and monitor throughout the claims process to ensure that claims are

handled properly and to the State Farm standard.

• Responsible for daily functions within the agency from selling products and binding applications to processing

changes and monitoring daily financial transactions within the book of business.

• Proactively seek to grow the book of business with different marketing strategies involving current customers

and prospects. From hosting community events, maintaining internet website to speaking events at local

businesses and a local college.

• Responsible for proactively marketing and selling all bank products and possessing knowledge to originate

and complete all bank applications.

• Obtained record in regional area in bank product sales for the 2011,2012 and 2013.

• Responsible for managing office staff, interns and training new employees.

Lending Assistant

Tifton Banking Company - April 2008 to March 2010

Liaised with customer and attorneys to prepare hundreds of loan packages from start to closing.

• Possessed a high knowledge of ever changing policies and procedures to make sure all loans are up to

standard to pass all audits.

• Able to open, close, or modify all products of the bank to ensure accuracy and to make sure customers have

the best product for them.

Loan Operations Clerk

Ameris Bank - June 2007 to April 2008

Assisted with implementing and training co workers on a new check imaging system resulting in improved

problem solving skills.

• Co-managed department team totaling five employees responsible for ensuring their problems and concerns

were handled properly.

• Responsible for maintenance on open loans.

Teller I

Synovus Financial Corporation - October 2006 to June 2007

Possessed a high knowledge of bank products/services to help customers and to produce sales for Synovus.

• Responsible for ensuring that total daily transactions balance and possessed an excellent record of daily

drawer balancing.

EDUCATION

Bachelor's in Psychology

Troy University

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