SARA KAPALIN
Powell, Ohio *3065
acr6tj@r.postjobfree.com
614-***-**** (mobile)
Uniquely qualified ambitious professional with a positive spirit and resourceful knowledge that can provide exceptional results to your company. Highly effective interpersonal and communication skills. Passion for achievement, critical thinking and productive relationships. Areas of strength include:
communication and relationships
Versatile in multiple communication methods including: video conferencing (GoToMeeting), presenting in person or via a conference call to promote a new product, customized tutorials or teach/train
Leverage a positive mindset to influence, reframe and drive the outcome of the conversation
sales and customer service skills
Routinely lead the team in uncovering new sales opportunities from service related inquires by building rapport and going above and beyond the initial reason for the call; in turn this process has earned me five awards over the past two years
Continually work to retain assets at Nationwide by creating customers for life through a total loss process, to date totals over $1 million saved
continuous improvement
Responsible for the creation of an Issue Escalation Flowchart and training material to aid and assist the Circle team members, a team that serves our most important clients
Leads open conversation in team meetings with leadership providing guidance on how to better assist and streamline business practices and find solutions to roadblocks
building relationships and customer experiences
Won an award for my ability to build relationships with even the most difficult customers
Recognized for going above and beyond to insure a top client was prepared for a critical business presentation
Professional Experience
nationwide financial, Columbus, OH March 2012 to Oct. 2015
Internal Sales & Service- Retirement Plans Circle Representative
Provide sales and service to Investment Professionals, Broker Dealers, Money Managers, and Third Party Administrators related to case oriented questions and sales opportunities
Uncover proposal leads utilizing the ‘Sales Process 2.0’ to evaluate the Investment Professional’s experience within group retirement market in addition to cross-selling Nationwide Advantage products to our other business lines
Routinely, perform ad-hoc reports and analysis on behalf of my assigned territory wholesalers
nationwide financial, Columbus, OH July 2009 to March 2012
Total Loss & Prevention- Claims
Worked with invididual policy holders (individuals) to find alternative policy solutions to preserve the existing business
Provided customer service and support to policy holders and cross-sold new policies
nationwide financial, Columbus, OH June 2008 to July 2009
Asset Retention and Territory Management
Practiced using rapport building questions to connect with advisors which doubled the frequency that advisors met with their external wholesalers.
Outperformed my team in outbound calls for over six months to insure that each wholesaler had at least four appointments on their calendar every week
Genesco, Columbus, OH Sept. 2007 to June 2008
General Manager/Retail Sales
Doubled the accessory ratio for my store and exceeded the previous year sales goal by over 10%
Hired and trained new employees which were then promoted on to store managers and district managers.
Lead the district in inventory management which in turn decreased store theft by 20%
Selected Accomplishments
United Way Campaign Volunteer – Nationwide Financial 2013- present
Recognized for volunteer work with Operation Feed to raise over $10,000 to support the Mid Ohio Foodbank
Routine volunteer of the “Pay it Forward” project (within Retirement Plans) of giving back to the community though our select organizations through the year – Nationwide Financial 2012- present
Recognized with six “Bravo” Awards for outstanding customer service and dedication – Nationwide Financial
Strengths Finder
Strong Communication skills
Winning Others Over
Ease Adapting to Change
Taking Responsibility for Situations
Stability in the Workplace
Capabilities
Management
Communication
Presentation
Customer Retention
Customer Service
Training
Project Management
Employee Engagement
Education and Licensure
B.S., Public Relations & English, June 2007
Northern Michigan University
FINRA Series (6) –March 2012