Customer Service Human Resources

JACK MARSHALL

**** **** *****, ************@***.***

Madison, WI 53713 608 / 271 - 5354

SUMMARY Cultivated sales, marketing, and customer service skills as financial services account consultant. Prospecting, appointment-setting, inside and direct field sales. Licensed in insurance (P&C, Life & Health / WI). Extensive telephone work. Provided high quality service and problem resolution in financial setting. Computer literate. M.A. college degree. 2003-Present INDEPENDENCE, LLC / TRAINING CONSULTANT MADISON, WI Sales and Service Skills Consultant. Supervising, monitoring, and men- toring sales technique. Scripting, prospecting, identifying decision-maker. Consultative probing, presenting, overcoming resistance, and closing. Leading the customer, mirroring, assessing personality type and motive. Earning trust and access, problem resolution, making money decisions. Clients include individuals, small businesses, larger corporations. 2022-2023 EMPOWER RETIREMENT, LLC

Financial Customer Service Professional. Provided guidance on retirement savings goals such as 401Ks, 403Bs, and IRAs. Advised on critical employer-sponsored retirement account investments, withdrawals, account transfers, and tax questions. Answered retirement plan inquiries from participants, employers, and third party plan specialists. Managed required minimum distributions. 2021-2022 WELLS FARGO ADVISORS, (Limited Term)

Senior Client Associate. Assisted company financial advisors with client service, researched plan accounts, entered approved security order tickets, forwarded approved plans to management, proactively sought resolutions to client and business-related issues. Responsible for financial advisor plan pre-presentation research, and back-up. 2018-2019 FARMERS INSURANCE MADISON, WI

Account Manager. Emphasis on Business Insurance (Business Owners Policy/BOP); commercial, property/casualty, and auto/ home coverage. Assessment of policy application eligibility, premium quotation, prospecting, appointment setting. Clients ranged over artisans, white collar, professionals, small retail to large corporate. Complimented by management on efficiency and tactfulness. 2009-2010; WEST CORPORATION / WBS MADISON, WI

2013-2014

Sales Associate. Outbound telesales of American Express small business and corporate credit cards. Consulted nationally with business owners. Offered financial solutions to optimize cash flow, manage expenses, fund new ventures. Generated field sales team leads with corporate-level executives of high-worth companies. Amex Gold, Platinum, Corporate, and OPEN cards sold. Quotas exceeded. 2000-2003 AMERICAN FAMILY INSURANCE, MADISON, WI

Sales Representative. Telephone sales of American Family insurance policies to general public and then sending of policies to regional field agents. Initiated outbound calls to current and prospective customers. Answered inbound calls, with product guidance and customer service. Consistently met required quota. Promoted, with salary raise. 1998-2000 AMERICAN EXPRESS FINANCIAL ADVISORS, MADISON, WI Financial Consultant. Assisted clients in identifying their distinct financial needs and objectives, and then recommended plans and products to help achieve goals. Sold home, small business, and corporate. Investment, retirement, insurance, college funding, and estate planning. Financial plan research, creation, delivery, and sale. Portrayed in writing by immediate manager as, “conscientious and highly motivated…possessing polished people skills.” Held Series 7, 63, and 65 licenses.