Kimberly Tadd

Kimberly Tadd

***-***-*****

**** **** *

acogpa@r.postjobfree.com Ogden, UT 84401

OBJECTIVE

Seasoned and licensed professional looking for telecommuting career opportunities. Significant

experience providing front line customer service at all levels clients, managers and colleagues

with accumulated management, training and coaching experience.

SKILLS& ABILITIES

Time Management & Organization Risk & Portfolio Management

Analytic Thinking & Problem Solving Client Relationship Building

Written, Verbal & Computer Skills High Volume Sales Experience

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CURRENT CAREER EXPERIENCE

Lead Anywhere – Ogden, UT

2013 – Present

Client Relations Sales Lead – Online Chat

Responsible for all sales activities, from lead generation through close, in an assigned

territory via chat on multiple company websites. Work within the sales and support teams for

the achievement of customer satisfaction, revenue generation, and long term account goals in

line with company vision and values.

Responsible for the sales of professional online lead generation services tailored

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exclusively to each individual company’s needs.

Demonstrate technical selling skills and product knowledge in all areas for each

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individual company.

Demonstrate the ability to carry on a business conversation with business owners

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and decision makers of all different types of backgrounds and industries.

Maximize all opportunities in the process of closing a sale resulting in the taking of

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market share from larger competitors.

Personally accomplished over $37 Million in viable sales leads since the beginning

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of the year.

PREVIOUS CAREER EXPERIENCE

Wells Fargo Advisors Salt Lake City, UT 2011/2013

Licensed Trading and Financial Services Rep II

Responsible for finding solutions to meet diverse financial needs of established and new clients by

offering investment and money movement counseling and promoting appropriate products and services.

Other duties include placing equity, option and mutual fund orders through appropriate markets while

maintaining strict quality standards of the firm.

• Recognized for high quality of work and ability to interact positively with customers.

Multiple Client Service Awards, zero trade errors, zero failed verifications.

• Promoted from temporary position to full time position within first month; skipping job level

in between due to excellence in client services.

• Increase profits with ability to turn negative customer interaction (complaints, problems) into

selling opportunities, offering appropriate products to solve customer issues and retain and

grow their business.

• Earn customer loyalty by combining extensive product knowledge with good listening and

analysis skills to provide honest, straightforward advice designed to satisfy customers.

• Key contributor to awards earned by team and brokerage site through achieving high scores

on independently administered customer experience surveys.

E*Trade Financial Sandy, UT 2006/2009

Kimberly Tadd

Licensed Trading and Financial Services Rep II

Responsible for providing customer advice on day to day brokerage needs; processed trades and money

movements efficiently and accurately, investigating problems, errors and resolving escalated customer

issues.

• Passed Series 7 and 63 exams within first month of hire.

• Promoted to Private Company Stock Plans group within first 6 months of hire.

• Promoted to esteemed Research and Resolution team after 1.5 years with the firm

• Increased firm revenues by capitalizing on opportunities for sales and referrals while still

providing excellent service to secure repeat business and word of mouth recommendations.

• Safeguarded firm's interests by understanding customer issues and seeking creative solutions

while avoiding undue concessions by the firm.

PROFESSIONAL LICENSES & EDUCATION

Property, and Casualty Insurance 2013

FINRA Series 7 and Series 63 2006 – Current

Action Selling Certification 2014

Weber State University Ogden, UT Psychology 1999

Seattle Art Institute Seattle, WA Art History & Interior Design 1996

Ogden High School Ogden, UT High School Diploma 1994

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