Sign in

Sales Customer Service

Charlotte, North Carolina, United States
October 26, 2016

Contact this candidate



**** ******** ***** • Charlotte, NC 28262

PHONE CELL 502-***-****



Bellarmine University Louisville, KY

Accelerated Certificate in Financial Planning

University of Louisville Louisville, KY

Master of Business Administration, Management University of Texas at El Paso EL Paso, TX

Bachelor of Business Administration, Marketing


An experienced Sales and Management professional with proven leadership, communication, team-building, and organizational skills.

Professional Licenses

Kentucky Life/Health Insurance License, 2001-Present.

Series 6/63 Securities License, 2004-Present. Series 7/65 Securities License, 2012. CERTIFIED FINANCIAL PLANNER®-2010.


Coordinated the activities of community service providers, parents, volunteers, and students to deliver various social and recreational programs.(JCPS)

Organize volunteers and parents to raise funds for field trips, cultural and historical classes and refreshments for community service projects conducted by Sons and Daughters of Africa.

Ability to effectively schedule activities and paperwork to make efficient use of time to better serve coworkers and clients.

Complete all necessary paperwork/documentation and maintain

All records associated with Louisville Partnership students.


Developed and managed the Youth Service Center budget. Maintained accurate ledger account balances reflecting center receipts and disbursements.

Exercised sound judgment applying company policies and procedures while working as a retail store manager, bank officer, and professional sales representative.

Managed $120,000 annual promotional budget to effectively reach my target markets-increased SOM in some retail accounts as much as 400%. (RJ Reynolds)

Successfully managed a sales territory that generated over $4 million in annual revenues. Effectively implemented approved sales and advertising programs. (RJR)


Recruited businesses to participate in the Louisville Education and Employment Partnership and obtain job placements for students.

Established strong relationships with parents and Partnership students to help students become successful within educational/business environments.

KEVIN D. HAGGARD, SR (Continued)

Called in-person on various types of people, from physicians to small food store managers and owners-have developed some excellent presentation skills.

Wrote FRYSC annual state funding Grant while working as a Youth Service Center Coordinator.(JCPS)


Trained retail drug store employees in good customer service, cash handling, and merchandising. (Walgreen’s)

Taught promotional specialist to select best positioning for promotions and advertising. Improved specialist productivity by 50%. (RJR)

Effectively educated bank employees about company products, services, and company rules to reach branch sales and service goals. All branch employees successfully passed the bank product test under my tutelage. (PNC)

Hosted and participated in numerous leadership, attendance, and dropout prevention seminars and activities to encourage student academic success and social development. (YSC/LEEP)


Organized and developed various developmental programming for Youth and Families to help students overcome non-cognitive barriers to academic success. (LEEP/FRYSC)

Elected for 2 terms as board member for NHS of Louisville, Inc. Served as board treasurer for 1 year. (1996-97).

Committee member- PNC bank Metro United Way Campaign (1997).

Volunteer-Rutherford Elementary School-EDUC program (1998-99); Basketball Coach 2006-07.


Zeiders Enterprises, Personal Financial Counselor/Military Family Life Consultant, July 2014 to Present.

HD Vest Investment Services, Registered Rep. and IAR, November 2014 to Present.

Fifth Third Bank, Personal Banker-Licensed, May 2013 to March 2014.

Edward Jones, Financial Advisor, July 2012 to March 2013.

VALIC, Financial Advisor, October, 2011 to July 2012.

J.P. Morgan Chase-Bank One, Personal Banker, April 2004 to July 2006; October 2009 to October 2011.

New York Life, Mutual of Omaha, Et Al, Financial Representative/Agent, July 2006 to September 2009.

AFLAC-American Family Life Assurance Company,

Independent Sales Associate, March 2002 to January 2004.

Family Resource/Youth Service Center Program-Jefferson County Public Schools

Coordinator, Dec. 1999 to March 2002 (JCPS).

Louisville Education and Employment Partnership (JCPS)

Career Planner, Feb. 1999 to Nov. 1999.

Contact this candidate