Timothy J. Tucker

Durham, NC • ad2rxr@r.postjobfree.com • 919-***-**** • www.linkedin.com/in/timothyjtucker

Highly versatile IT specialist with hands-on experience in financial services and software support seeking Cybersecurity position (current student full-time and currently working full-time)

— Key Qualifications and Summary—

Results-driven individual with a proven ability to develop effective sales support mechanisms to create an efficient working relationship to improve a sales and business approach, using both written and oral presentations.

Demonstrated ability to address and resolve all issues utilizing the available resources in a timely and proficient manner in a strong team environment, investigations with great attention to detail and problem solving methods.

Ability to work comfortably under pressure and develop accuracy in an industry that emphasizes speed, flexibility, and effective communication skills, while committed to conscientious pursuit of excellence in science.

Professional Experience

Envestnet – Tamarac, Inc. Raleigh, NC

Client Service Associate (remote and in-office), 02/2021- present

Received inbound calls and emails for operational and client service support for $812 million publicly traded company with 4,375 employees with flagship advisory platform integrating services and software for financial advisors.

Selected Contributions:

•Conducted strategy-based techniques using company proprietary financial service software built on Microsoft Dynamics 365 platform for CRM (Customer Relationship Management) and proprietary financial advisory reporting software for the largest financial firms in the US by fulfilling individual requests daily.

• Used highly sophisticated platform of technologies, including proprietary integrated software, value-added Microsoft CRM, soft phone software (RingCentral/Zoom), Zendesk™ and Jira™ ticket management systems and other Microsoft Office 365 to serve 443 active independent Investment representative firms (IARs).

• Typically resolved 30-35 individual Zendesk tickets per week for deep problem-solving inquiries and received an average of 80-95 phone calls and email trouble tickets per week with deep level needs.

•Worked in a highly-indexed integrated network of personnel ranging from account managers, trading consultants, owners, client service personnel and project managers to better serve client needs.

SelectQuote Insurance, Inc. Overland Park, KS

Remote Seasonal Life Insurance and Medicare enrollments contractor (tele-sales), 10/2020-02/2021

Received inbound inquiries for Medicare Advantage, ACA and Final Expense Life Insurance, analyzed those situations, provided customized solutions for individuals and closed sales for $590 M revenue publicly traded company.

Selected Contributions:

Fingerprinting records remain in state jurisdictions, including North Carolina State Administrator and FINRA.

Provided consultative needs analyses for average of 14 telephone retail leads daily using a proprietary technology that sources, scores, and routes low- and medium-quality sales leads for potential conversion from 15 leading, nationally-recognized carriers, as well as prescription drug plans, dental/vision plans.

Used highly sophisticated platform of technologies, including proprietary integrated CRM, soft phone software (Five9) and lead management system to close an average of $980 daily (107% to goal) as licensed agent in 18 states and appointments with many Health and Life Insurance carriers.

Enrolled 65 clients in Medicare Advantage within 9 days – a highly compliance-laden government system virtually, obtaining 100% of enrollments online and by voice-only signature, with 100% audited compliance.

Pye Barker Fire & Safety, Inc., Raleigh, NC

Account Manager/Outside Sales Representative, 11/2017 to 03/2020

Manage all project activities with regard to business development opportunities in a customer-centric environment. Supervise beginning-to-end activities for ad hoc fire sprinkler repairs for small and medium-sized projects, while seeking new business development from existing customers by delivering excellent customer service.

Selected Contributions:

Improved fire safety inspections and repair service branch revenue year after year by $1.3+M annually using Salesforce Lightning in a pilot project plan using basic project management techniques known as Scrum.

Led all B2B activities within sales territories to gain total branch revenue volume of $6.5M annually.

Helped branch to break new records with personal sales 113% to personal invoiced goal and improve branch team sales by 21% using Microsoft Dynamics NAV and Microsoft Office 365 Suite.

Cisco Systems, Inc., Morrisville, NC

Sales Operations Data Management Specialist, 04/2014 to 07/2016

Reviewed and analyzed sales transactions for numerous compensation programs for $50B/year information technology (IT) company using database query tools to ensure accurate and timely commission payment as individuals.

Selected Contributions:

Increased 93% retention rate of customers on training tools, policies, and procedures for new staff.

Developed sales techniques to facilitate data integrity for 1,400+ accounts using Salesforce Classic.

AXA Advisors, LLC

Retirement Advisor, 02/2013 to 04/2014

Developed various project requirements through customer interviews, customer interactions, requirement-gathering sessions, workshops, and team training.

Selected Contributions:

Attained 205% sales goals and acknowledged as 2012 National Enrollment Rookie Champion.

Raised call volume 605% by initiating outbound appointment-setting phone call program

Created project enabling outbound cold calls to increase appointments scheduled for salespeople by 303%.

Educational Background

Master of Business Administration (MBA)

North Carolina State University, Raleigh, NC, Graduated Magna cum Laude 2009

Bachelor of Science in Data and Cyber Security (expected graduation date April 2024)

University of Arizona, Global Campus; Dean’s List Fall of 202, Spring of 2023

Bachelor of Science in Biological Sciences, Minor in Anthropology

North Carolina State University, Raleigh, NC

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