Brandon K. Bell

**** ********* *****

Virginia Beach, Va 23454

Phone: 757-***-****

adxmj0@r.postjobfree.com

Career Objective

I'm a service oriented associate with

seasoned sales experience and

management experience. I have skills

that assist with clients' needs, with

product inquiries in a swift, proficient,

and friendly manner.

As a service associate I will be

instrumental in customer retention,

addressing concerns, feedback, product

issues, and by communicating in a

professional, positive manner.

My career objective is to provide

effective quality correspondence to all

clients, reflecting the company's values,

mission, and objectives with honor.

With experience in finance, sales, and

business management, from my

previous positions over the years; I've

grasped interpersonal skills, I'm able

to leave a friendly and professional

experience with oversight to clients.

Education, Honors, and Certifications

Advanced Diploma

Ocean Lakes High School, 1999-2003

Associates in Business Administration

Tidewater Community, 2006-2009

Bachelors in Business and Finance

Old Dominion University 2010-2013

Computer Skills

● Experience in computer networking and helpdesk troubleshooting

● Excellent in Microsoft Office, Excel, Word, Power point, outlook

● Expert in sending and receiving e-mails

● Strong problem solving skills and critical thinking skills

● Excellent in faxing through computer, Microsoft Windows 10 XP, Type 55 wpm

● Exceptional with excel spreadsheet, Detail oriented, thorough revision skills

● Experience in making Ethical decisions, Superior written skills and speadsheet finance, communication skills, A leader, networker, integrity

● Active automotive sales license

Employment

Advisor Group/remote/ Financial services

July 2022- February 2023

Financial Advisor Support/Advisor Group support

● Provide best-in-class education, service, and support for our network of Financial Professionals by answering questions and researching issues

● Learn and support various financial products

● Accurately define nature of call and determine Financial Professional’s needs

● Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities

● Use of various software / financial platforms

● Actively support the departmental goals by staying attentive to the phone system queues

● Create a strong working relationship with customers and internal teams

● Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriate

● Educate customers where to find online information All other duties as assigned

● customer service support for investment and investors

● Navigating interfaces remotely for advisor's solutions My goal also is to exercise sound

judgment during decisions, assisting

prospects to reach their expectations

and potential. Furthermore, my goal is

to be a reliable source of information

that clients can depend on, and to

become an asset to the company.

● Researching 401k, Roth Ira, Ira and other financial investment credentials for client

● Remote work from home to help advisors with client's and investments Diamond international / Sales associate

2019-2022/Virginia Beach

Timeshare Specialist

● Prospecting clients ushering them to the best property to serve there family needs

● Managing clients paperwork concerning timeshare

● Giving clients a great experience and excellent customer service

● Using services to track and clients future properties for best value

● Closing clients through presentations of professional property. . Checkered flag automotive /Sales associate/ Product specialists 2017-2019/Virginia Beach

Product specialist

● Prospecting clients through various marketing techniques

● Managing clients vehicles availability

● Using products such as dealer track and true car.

● Generating a book of business to promote Checkered flag

● Inputting and tracking clients throughout CRM

Priority Automotive/ Sales associate

2016

● Prospecting clients through various marketing techniques

● Managing clients vehicles availability

● Using products such as dealer track and true car.

● Generating a book of business to promote Priority

● Inputting and tracking clients throughout CRM

Mass mutual/ financial associate

2015-2016

● Prepare financial statements and services for clients

● Prepare 529 accounts Annuities and life insurance available for clients

● Prepare and generate a book of business for development of life insurance sales

● Assist with high net wealth clients

Capital Group

Financial services

Financial representative

2013-2016/Virginia Beach

● Prepared financial statements for financial advisor and broker dealers

● Assess and evaluated mutual funds, 401k investments and 529’s into correct funding subsidiaries

● Followed investment procedures for client to receive accurate funding for investment transactions

● Assist with the review and coverage for daily and periodic accounting responsibilities, including determining the daily net asset value of one or more mutual funds in the American Funds family or our institutional accounts.

City of Virginia Beach/ Kempsville/Bayside Parks & Recreation Recreation Operations 2

2005-2013/Virginia Beach

● Supervise staff throughout orientation until comfortable to oversee the facility management

● Clean equipment and manage clients throughout facilities

● Take clients on facilities tour persuade them into yearly membership

● Supervise youth groups and supervise adults on recreational activity equipment

● Maintain safety protocols throughout the facility

● Assist with opening and closing down facility

● Prospecting memberships to beParks & Recreation facilities members. Verizon /Customer Service Associate

2003-2005

● Utilize all avenues to solve a customer's concern, explain the why with an empathetic ear and communicate with sales management for assistance

● Attend regular meetings with fellow Client Service Representatives and sales supervisors and qualified sales management to receive coaching and feedback on how to improve client acquisition and sale

● Providing above-and-beyond, fantastic client service by establishing trusting relationships with clients and providing them with the best sales experience imaginable

● Work cross-functionally to identify ways to enable world-class customer service and sales practices at scale

● Establish and update accurate client information files in an online system and ensure clients receive all necessary follow-up information

● Secure, analyze and protect sensitive personal and financial information following company compliance guidelines

References Upon request

Contact this candidate