Stock Or Service Counselor

VICKY L. HAIL

**** ******** **. *******, ** *****

************@*****.***

770-***-**** Cell

PROFILE

Dedicated, with a strong work ethic and the passion to build lasting client relationships

Experienced with both direct consumer relations, as well as business relations

Over 23 yrs. experience in the insurance and sales industry

Over 10 yrs. experience managing general agents

Over 17 yrs. self employment experience

Previous experience (early 90’s) Payroll Clerk

Previous experience as a receptionist

Detail oriented and exceptional customer service relations skills

Ability to learn quickly

EDUCATION

1986 Graduate of Indian River High School

Business courses – Tidewater Community College

1997 Licensed Life & Health Insurance Agent-VA

1998 Licensed Life & Health Insurance Agent-GA

1999 Licensed Real Estate Agent- GA

2007 Licensed Life & Health Insurance Agent-NC

Non-Resident Life & Health Insurance Agent- GA, VA & FL

EMPLOYMENT

12/2020 – present: AST Trust Company (Canada)

6201 15th Ave.

Brooklyn, NY 11219

I am currently working remotely, assisting shareholders with their stock accounts that are held with various companies through AST Trust Co. As a Customer Service Representative, I assist shareholders in regards to estate procedures for transferring or selling the shares of deceased shareholders, as well as selling their stock or obtaining lost stock certificates requirements. I also assist with general shareholder updates concerning tax forms, change of address, etc. This is a temporary position that is available through the tax season.

6/2003- 12/2020: Managing General Agent -The Complete Financial Group, LLC

Self Employed- Independent Insurance Agent

In this position, I managed 4 sub-agents through The Complete Financial Group. Where ee maintained excellent client relations between funeral homes, their clients and the insurance companies we worked with. I also managed the “Advance Planning” program for Eternal Reefs. In this position, I worked directly with our clients, to fund final expenses through insurance policies. I also utilized a “Pre Need Direct” program which allows funeral homes, without an agent, to fund arrangements for their clients through insurance products.

Sales have slowed, and I took a temporary position that is through the current tax season.

5/1998-9/2003: Family Service Counselor/Life Insurance Agent-

Caldwell & Cowan Funeral Home- Covington, GA

Implemented a brand new program, in which final expenses where funded through insurance policies. My duties included following up with families and educating them in the areas of claims filing and making final wishes known for their own arrangements. Funding for arrangements was done through the use of various insurance products. Oral presentations were made to families, senior community groups and at trade shows to promote the program. Excellent client and business relationships were always maintained.

10/1997-May 1998: Life Insurance Agent

Liberty National- Stone Mountain, GA

I analyzed current client portfolios to provide sales and service as needed. I also processed death, cancer and accident claims and collected premium payments.

References available upon request

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