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Customer Service Financial Planning

Location:
Inglewood, CA
Posted:
March 27, 2024

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Resume:

ANABELL SIMS

Inglewood, CA *****

562-***-**** - ad4l7o@r.postjobfree.com

PROFESSIONAL SUMMARY

Result-driven and determined with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. SKILLS

Team player

New Agent Training

Cultural Sensitivity

Policy Renewals

Form Completion and Submission

Constructive Feedback

Policy Management

Policy Adjustment Knowledge

Building Relationships

Cleaning Requirements

WORK HISTORY

03/2010 to Current Child Care Provider

Cottonwood Church – Los Alamitos, CA

Encouraged children to develop healthy social and emotional skills. Facilitated learning through play, stories and outdoor activities for successful child outcomes.

Sanitized dishes, tabletops, toys, and frequently touched surfaces to prevent spreading of germs.

Utilized positive reinforcement techniques to encourage good behavior. Provided emotional support and guidance to children during difficult times. 08/2008 to Current Primerica Financial Services

Primerica – Fullerton, CA

Advised clients on financial matters and recommended investments. Maintained high standards of customer service by building relationships with clients.

Analyzed customer needs to provide customized insurance solutions. Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Met with customers to provide information about available products and policies. Analyzed customers' financial situations to recommend appropriate life insurance policies.

Attended continuing education courses and workshops to gain additional insurance industry knowledge.

EDUCATION

High School Diploma

Azusa Pacific Online University - Glendora, CA

LANGUAGES

Spanish

Native or Bilingual



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