Financial Services Service Representative
Resume:
Joy Chepkirui
**********@*****.***
Education
University of Jackson, USA
Bachelor of Finance, Expected Graduation: 2026
Skills
Excellent communication and interpersonal skills
Strong problem-solving abilities
Knowledge of financial services and asset protection
Ability to work independently and in a team
Proficient in Microsoft Office Suite and financial software
Experience
Customer Service Representative
Finland Financial Services, Jackson, TN
June 2023 – Present
Engaged with clients to understand their financial needs and provided appropriate solutions
Assisted in developing tailored financial plans to help clients secure their assets
Maintained up-to-date knowledge of industry trends and products to offer informed advice
Fostered strong client relationships to ensure ongoing support and satisfaction
Achieved a 95% customer satisfaction rating over a six-month period
Sales Intern
Mercyline Insurance Group, Jackson, TN
January 2022 – May 2023
Conducted market research to identify potential clients and sales opportunities
Supported the sales team in preparing presentations and proposals for clients
Assisted in client meetings and presentations, providing information on insurance products and services
Developed and maintained a database of client information and sales leads
Contributed to a 15% increase in client acquisition during the internship period
Financial Literacy Volunteer
Community Outreach Program, Jackson, TN
September 2021 – December 2021
Worked on projects aimed at supporting community financial literacy
Organized and led workshops to educate individuals on asset protection and financial planning
Collaborated with team members to create engaging and informative content
Helped over 100 community members improve their financial knowledge and planning
Certifications
Certified Financial Services Customer Representative (CFSCR), 2023
Achievements
Dean’s List, University of Jackson, 2022 and 2023
Awarded "Intern of the Month" twice at Mercyline Insurance Group for exceptional performance
Recognized by the Community Outreach Program for outstanding contribution to financial literacy initiatives
References
schuppe lesser, *************@*****.***
Mercy Velet, ***********@*****.***
Lavyn kioko, *******@*****.***
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