Business Analyst Customer Service

Cole W. Frerichs

Lincoln, Nebraska ***** • 308-***-**** • ********@*****.***

Professional Summary

Knowledgeable and driven Sales Professional with over five years of client facing and business sales experience. C. Financial Representative of the Year award winner finishing within top 1% of first year Reps. Have a proven track record of exceeding sales quotas and increasing book of business. Exceptional communicator with strong leadership and negotiation skills.

Skills

Sales Consultative Techniques

Wealth Management Emotional Intelligence

Prospecting CRM

Leadership SalesForce

Cross Selling Sales Negotiation

Work History

NTT DATA Lincoln, Nebraska, Senior Business Analyst Current

• Develop standard operating procedures ensuring client SLA’s and compliance standards are met.

• Create support systems for all client touch points including contact centers and customer portals.

• Make sure operating systems work in conjunction with one another, creating a seamless workflow for all stakeholders.

• Work with client leads to make sure requirements and deadlines are met.

• Oversee systems and process of a 100k+ policy acquisition to increase production and minimize delays.

• Train in customer service and financial processing systems. Northwestern Mutual Lincoln, Nebraska, Financial Advisor 2017-2022

• Increased book of business every year in both AUM and risk management sales.

• Created and presented 400+ financial planning analyses to clients and prospects.

• Effectively sourced prospective clients, on-boarding over 40 households and businesses within the initial year.

• Operated off a needs-based analysis, creating and presenting tailored solutions to each individual client and business.

• Performed annual and semiannual reviews as needed. Northwestern Mutual Lincoln, Nebraska, Financial Sales Representative 2016-2017

• Recipient of Financial Representative of the Year (Nebraska)

• Appointed Captain of College Unit, aided in sales, phone, and product training.

• Led District Network Office to #1 office within the company.

• Preformed risk management consulting and planning for clients.

• Finished in the top 1% of all C. Financial Representatives of a Fortune 100 CO. Education

Bachelor of Science: Exercise Science (inc)

University of Nebraska - Lincoln - Lincoln, NE

Relevant Coursework: Biomechanics, Exercise Physiology, & Nutrition Associate of Applied Science: Fire Protection and Safety Technology Southeast Community College Area - Lincoln, Nebraska Dean's List

Certifications

Finance: Life and Heath, SIE, Series 6, Series 63

Emergency Services: CPR, AED, NREMT-B(refresher req), Red Card II, FF I, FF II, Hazmat Operations, Technical Rescue Technician, OSHA 10.

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