Financial Planning A Team

MARY WILLIAMS

*** ****** ****** **********, ** **176 · 478-***-****

Highly organized individual with the ability to multitask, motivated by challenging situations, and completely dedicated to working. Have a mind willing to learn and can adapt well to new changes.

EXPERIENCE

AUGUST 2022 – PRESENT

AGENT, liberty National

Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, provides rate quotes and coverage recommendations, and help assist with long term planning

SEPTEMBER 2000 - PRESENT

SELF-EMPLYED, cleaning services

Planning and scheduling appointments as well as cleaning, re organizing, decorating and managing customers properties and homes.

EDUCATION

MAY 2012

GED, CGTC

SKILLS

Self-driven

Take pride on completing tasks timely and efficiently

Great at organizing and time management

Hard working and motivated

Work well in a team environment

ACTIVITIES

Love to take time to spend with the grand kids and house sit. I enjoy time with my dogs. I love fixing things up and taking over projects to turn trash into treasure and refurbishing old furniture and bringing it back to life. I enjoy deep house cleans and take pleasure in seeing the end result after a hard day’s work as well as re-organizing furniture and bringing a new look to my everyday life. I love small projects and keeping busy as well as enjoying peaceful weekends in beautiful environments.

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