Sales Assistant Customer Service

Location:

Posted:

July 16, 2024

Judith M. Pazzaglia

Email: *********@*****.***

PROFESSIONAL PROFILE

Results-focused, multi-disciplined Senior Registered Sales Assistant with extensive experience in all facets of

Investments, Banking and Account Relationship Management in a fast-paced, deadline-oriented financial market.

Team player with excellent communication skills that works well with all levels of management and staff. Combine

strong administrative skills with expertise in:

PROFESSIONAL EXPERIENCE

August 2019 - December 2019

Mercer - Marsh and MeClennan (Remotely)

‘Worked with 50 plus companies - assisting client's employees calling in for support or assistance

in enrolling in various plan offerings. Life, Health, Dental, Vision, Long Term/Short Term

Disability, Voluntary Supplemental Plans such as Hospital Indemnity, Accident, and Critical

lness as well as HSA, FSA, DCFSA etc. We are responsible for educating employees on

available Health and Life benefits during their Open Enrolment season as a seasoned Benefits

Counselor.

August 2017 - Present

Independent Agent

Expense products with carriers such as Cigna, Aetna,

Mutual of Omaha, Manhattan Life, Western United Life, United American and Medico, This

includes Dental, Vision, Hearing as well as Supplemental Benefits, (Hospital Indemnity, Accident

and Critical Iliness plans as well as Dental plans.

September 2016 - May 2017

Fuller & Company

Sr. Registered Sales Assistant

‘Assisted top producing Independent Wealth Manager in the Metro - Atlanta area. We serviced

‘high net worth clients and ultra high net worth clients which included providing Tax services as

well as Insurance services to accommodate our clients in every facet of Wealth Management

including Suecessorship of Wealth and Estate Planning.

August 2015 - September 2019

USHealth Advisors

Licensed Insurance Agent - #W268740

Independent agent selling State Approved Health Insurance Plans off the ACA, affiliated with

USHealth Advisors which is underwritten by Freedom Life Insurance Company of America.

June 2015 - August 2015

Northwestern Mutual Life Insurance Co.

Licensed Insurance Agent - #W268740

‘Sponsored to obtain 215 License (Life, Health & Variable Annuities) which included an extensive

2 week training course.