Management Professional Financial Planning

Chena W. Johnson

(C): 318-***-**** (E): *****@*******.*** (LI): www.linkedin.com/in/chena-williams-johnson-98989b158

Professional Profile

Management professional, with over 20 years of experience in senior-level leadership. Experienced in sales, project management, planning and customer service. A proven track record in maintaining quality business relationships, while increasing growth and revenue.

EXPERIENCE

World Financial Group

Financial Representative April 2023 – Present

Analyze client financials to determine their needs and risk tolerance.

Develop personalized financial planning analysis with recommendations.

Recommend financial products and areas or services which best fit the client's needs.

Utilize product knowledge to act as a consultant for clients regarding present and future financial needs.

Assist sales management in development and delivery of sales quotes and proposals.

Work with leadership, operations, accounting, and human resources to verify efficiency of various sales activities.

Conduct annual client reviews to make sure portfolio is updated and accurate.

Northwestern Mutual

Financial Representative August 2021 – March 2023

Meet with clients to identify their goals, assess their financial needs, and provide guidance in planning.

Develop personalized financial planning analysis with recommendations and needs assessment.

Analyze accounts and statements to diversify portfolios which address economic related questions.

Propose financial products and services, college savings, taxation, debt reductions, investments, and retirement.

Build long-term relationships to ensure a sustainable financial future.

ENTERPRISE HOLDINGS

Car Sales, Assistant Sales Manager June 2016 – May 2021

Responsible for back-office operations regarding financing, funding, and lender relations

Worked in Salesforce to manage sales forecasting, analyze daily business operations, and monitor call cadence.

Increased sales 35% by identifying areas of improvement and implementing processes and changes.

Achieved ESQi of 95-98% with new procedures and compliance guidelines.

Hired, trained, and mentored sales team to increase productivity and sales.

Car Sales, Senior Account Executive Dec. 2008 – May 2016

Exceeded sales quota by 120% annually for 4 consecutive years.

Generated new business by marketing to Credit Unions and other financial institutions.

Managed referrals and conducted customer follow-up, to maintain long-term relationships with customers.

Developed client relationships to offer and sell after-market products to customers.

Organized and scheduled assignments to meet known priorities, sales activities, and critical work deadlines.

Received the Management Recognition and Achievement Award for performance.

Loss Control, Claims Adjuster Nov. 2006 – Dec. 2008

Managed multiple lines of liability collections and subrogation for South Central region.

Handled the investigation process, maintaining ongoing communication with claimant, defendant, and other insurance; presented and argued motions, including dispositive motions.

Interviewed claimants and witnesses regarding loss; reviewed reports and statements to determine liability.

Investigated coverage issues and prepared reservation of rights letter or declination of coverage letters.

Reduced settlement loss and expense ratio by 22% with fair and prompt disposal of cases.

Rental Branch Customer Call Center, Management Trainee August 2004 – Nov. 2006

Provided exceptional customer service to rental customers through sales and management.

Responsible for selling insurance packages and benefits to protect company assets.

Gained sufficient understanding of company’s P&L statements, as well as cost control procedures.

Utilized proper sales techniques to guarantee adequate problem-solving and conflict management.

Collected required information to determine customer needs.

Trained all incoming CSRs for Rental resolution.

Resolved issues related to billing discrepancies, customer service complaints, and live chat requests.

Followed-up to confirm proper resolution of customer complaints and escalations.

EDUCATION CERTIFICATION

Northwestern States University, Natchitoches, LA Life and Health Insurance Producer

Bachelor of Arts, Communications, Fall, 1991

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