TERRI MINTER

*** ***** ***** ? Bonaire, GA ***** ? 478-***-****

Insurance, Retirement, Investment Planning Marketing, Sales

Ambitious self directed professional offering a combination of 14+ years in

customer service, sales, marketing, public relations and business

administration. 18 months of insurance planning, retirement planning and

investment planning. Extensive experience in a wide array of work settings

with expertise in the business arena. A dependable and reliable team player

who works well with others or who can be trusted to work independently.

Demonstrates a record of high performance standards including attention to

detail, schedules, deadlines and quality of work. Committed to applying

skills through experience and education in financial facility.

PROFESSIONAL EXPERIENCE

Managing Partner

Modern Woodmen of America. Warner Robins, GA 05/2013 -Present

State of GA Life, Health & Accident Lincensed. FINRA Series 6, Series 63,

Series 26 and GA Variable licenses.

Life insurance, whole life, term, universal and variable universal sales

Retirement planning, Fixed and variable annuities, IRA 401K rollovers, 403B

rollovers

Investment Planning, Mutual Funds, 529 Plans, 457 Plans

Recruiting, Hiring and Training others to perform duties of Financial

Representative.

Financial Advisor

Edward Jones Investments, Warner Robins, GA 10/2012 - 01/2013

Studied and trained for a career as an investment advisor.

Online study for Series 7 license through Kaplan.

PROFORMA ASCENSION MARKETING GROUP, Macon, GA 12/2006 - 10/2012,

Sales/Direct Mail Manager

- Monitors and reports on activities and provide relevant management

information.

- Promotes new services to established customers which included design,

print, signage, promotional products and apparel.

- Serves as Liaise between external vendors and internal departments to

examine and solve issues and opportunities that arise daily.

- Choose promotions from corporate that are most cost effective to push out

to clients and customers.

- Network and utilize community relations to market and promote business at

venues that are free while building local businesses in addition to writing

press releases for local media outlets.

- Responsible for all aspects of direct marketing campaigns including

ongoing monthly programs, launch communications, quarterly model support

initiatives, special projects and campaign results analysis.

- Liaise and attend meetings with other company functions necessary to

perform duties and aid business and organizational development.

- Troubleshoots, brainstorms, and addresses issues that may arise during

the execution of direct mail campaigns.

- Manages the merge/purge process and back-end processing for assigned

products.

- Works with the media team and the service office to develop strategies to

maximize the available

universe of mailable names.

TERRI MINTER

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Experience continued

- Monitors the development, implementation and performance of models for

external and internal lists.

- Actively participates in budgeting and re-forecasting processes;

Recommends optimal mail quantities, as well as mail dates, and mailing

strategies based on test results.

- Collaborates with the creative team and provides guidance regarding DM

best practices.

- Works closely with Print Production to create DP/lettershop instructions

and manage the approvals of live samples.

- Coordinates with external data partner for list resources,

specifications, project status, delivery timelines and post-program

analysis.

- Interacts daily with clients and is expected to execute client objectives

for lower-funnel DM initiatives.

- Serves as trainer for new recruits and employees in direct mail process

and procedures; also maintains company website at local level.

Owner, A COMPLETE MAILING SERVICE, INC., WARNER Robins, GA 3/1999 -12/2006

- Maintained and developed a computerized customer and prospect database.

- Planned and carried out direct marketing activities (principally direct

mail) to agreed budgets, sales volume, values, product mix and timescales.

- Developed ideas and created offers for direct mail and marketing to major

accounts by main market sector.

- Responded to and followed up sales enquiries by post, telephone, and

personal visits.

- Maintained and developed existing and new customers through planned

individual account support, and liaison with internal order-processing

staff.

- Carried out market research, competitor and customer surveys.

- Maintained equipment and software suitability for direct marketing and

sales purposes.

- Managed the external marketing agency activities of telemarketing and

research.

- Attended training to develop relevant knowledge and skills.

Teller, CB& T BANK, Warner Robins, GA 10/1996 - 9/1999

- Examined checks for endorsements and verified other information such as

dates, bank names,

identification of the persons receiving payments and the legality of the

documents.

- Received checks and cash for deposit, verified amounts, and checked

accuracy of deposit slips.

- Promoted and sold products and services such as travelers' checks,

savings bonds, money orders, and cashier's checks, utilizing computerized

information about customers to tailor recommendations.

EDUCATION / TRAINING / LICENSURE

Alumni, ROBINS REGIONAL LEADERSHIP CLASS OF 2011

Licensed and Ordained Minister, Ministerial Organization

MFGF, INTERNATIONAL

Attended, MACON STATE COLLEGE, Macon GA

Completed core classes in Nursing

Series 6, 63, Licensure, Limited Securities

Representatives Exam

Series 26 Limited Securities Principal Exam License

Vice-Chair AmbassadorCommittee, ROBINS Regional CHAMBER OF COMMERCE 2014

In-Coming Chairwoman Ambassador Committee Robins Regional Chamber of

Commerce 2015.

Chairwoman, Robins Regional Chamber of Commerce Youth Leadership Program

2013, 2014

President, Warner Robins Power Networkers

BUSINESS NETWORK INTERNATIONAL

Served as President, Vice President and Sec/Tres - Local Chapter

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