Erin L. Hatton

ad07up@r.postjobfree.com **** E Leslie Drive, AZ 85296 435-***-****

Professional Summary

Highly motivated professional with very diverse background and skill sets including sales, customer service, and teaching. Very adaptable to uncertain environments and always very customer service oriented for most professional and best resolution results.

Experience

Client Development Specialist January 2022 – December 2022

Retirement Planners of America Gilbert, AZ

Outreach to new client leads for retirement plan and cash flow analysis needs

Apply new lead cadence to insure a proper outreach schedule.

Interface with Financial Advisor for proper organizational value proposition.

Owner/Operator June 2021 – January 2022

Cleaning Ladies Gilbert, AZ

Cleaned residential and commercial properties.

Acquired new accounts for the business.

Managed account schedule.

Train new hires.

Licensed Insurance Saleswoman August 2019 - June 2020

Symmetry Financial Mesa, AZ

Purchased and prospected leads in the greater Phoenix area.

Entered and closed household sales for life insurance deemed mortgage protection coverage.

Highest close rate on the most inexpensive leads in the entire Nadeau Agency

Trained new hires

Teacher August 2014 - June 2015

Liberty Youth Academy (Private School) St. George, UT

Prepared and taught weekly Science and Physical Education.

Taught children from kindergarten to 8th grade.

Worked closely with classroom teacher and other teachers to create unique, successful instructional lessons.

Supported teachers and administrator to create an incredible learning environment for the children.

Teacher July 2015 - July 2016

Homeschooling Teacher St. George, UT

Provided individualized and structured lesson plans for children of different ages.

Ability to stay organized and provide an incredible learning environment.

Sales Executive August 2010 - February 2011

Progrexion (Lexington Law Firm Sales Force) North Salt Lake, UT

Assisted clients with any questions or concerns with their accounts.

Offered and upsold clients on any products or services.

Met and exceeded every goal given to me.

Retail Customer Service July 2009 - December 2009

Gap Inc. Layton, UT

Offered exceptional customer service to our guests to help make their shopping experience enjoyable.

Moved up to cashier to assist customers with their purchases and left them with a great experience as they left the store.

Account Executive March 2004 - October 2004

Ancestry.com Provo, UT

Assisted clients with any questions or concerns they may have with their family history account.

Sold clients any products to help make their family history account and search more fulfilling.

Personal Banker May 2002 - October 2003

Wells Fargo Bank Magna, UT

Provided individualized customer service as a Personal Banker to our customers.

Ability to stay organized and assist the bank tellers with any help them may need.

Referred business to our mortgage specialist and investment specialist.

Account Manager November 2001 - May 2002

Discover Financial Services Salt Lake City, UT

Spoke with clients on the phone and assist them with any questions they had.

Responsibility to upsell our clients with products and service.

Sales Account Specialist September 2000 - October 2001

Providian Financial Salt Lake City, UT

Provided excellent customer service to our clients and upsell any products or services to enhance their credit card features.

Education

High School Diploma 1999

South Garland High School Garland, TX

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