Telecommuting Customer Service Sales
Resume:
Kimberly Tadd
Kimberly Tadd
*****@*****.*** 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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