Customer Service Business Development

ZEDRA MCCADNEY

EMAIL: *************@*****.*** PH: 309-***-****

Talented and dedicated sales business professional with 10+ years in sales and office management. Proven track record in resolving complex sales and business issues and fostering a positive work culture. Highly skilled in customer service, driving business development and growth with a passion for customer service and satisfaction.

SKILLS

• CUSTOMER SERVICE

• CLIENT RELATIONS

• SAAS

• SALES PRESENTATIONS

• BUSINESS DEVELOPMENT

• OPERATIONS

MANAGEMENT

• DATA ENTRY

• ACCOUNT MANAGEMENT

• FINANCIAL SERVICES

• INSURANCE CLAIMS

• RISK MANAGEMENT

• FINANCIAL PORTFOLIOS

• MICROSOFT OFFICE

• INVESTMENT PLANNING

PROFESSIONAL EXPERIENCE

Westpoint Financial Group (MML Investors Services, LLC/Mass Mutual Life Insurance), Chicago, IL (2020-present) Registered Representative/Agent

Drive sales by making calls to clients and prospects, providing financial products, and ensuring strict compliance with industry regulations.

Manage leads and maintain exceptional follow up on potential sales opportunities. Create customized financial plans for each client based on life stage, professional circumstances, and financial needs. Conduct sales presentations and promote new products to existing clients. Maintain informed on industry trends, regulations, and product knowledge. Bang Electric, Chicago, IL (2020-2024)

Business/Office Manager-PT

Created and maintained office operations and procedures, ensuring efficiency and compliance. Established best practices and standard procedures for invoicing, payments, banking, estimate creations, etc. Researched and applied for grants and loans.

Guardian Life Insurance Co of America (Hunken-Ewing Financial/Park Ave Securities), Chicago, IL (2019-2020) Registered Representative/Agent

Determined client's particular insurance needs by gathering documents and information. Collaborated with policyholders to deliver and explain policy, analyze insurance program and suggest additions or changes. Ensured that policy requirements are fulfilled and the completion of appropriate forms. Supported clients’ progress toward their financial goals through strategic product, plan, and investment recommendations. Operated as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects. New York Life Insurance Co (NY Life Securities, LLC), Chicago, IL (2015-2019) Registered Representative/Agent

Marketed the financial products that manage everyday risks. Conducted financial needs analysis and recommended investment products. Managed client portfolios and provide ongoing support. Customized insurance solutions tailored to each client's unique circumstances and preferences. Collaborated with team members and management to enhance sales strategies, optimize processes, and achieve collective goals.

ACADEMIC CREDENTIALS/CERTIFICATIONS

Lincoln College, Normal, IL

Bachelor of Science in Business Management (2008)

Heartland Community College, Normal, IL

Associates of Science Degree (2001)

Licenses & Training: Producers License (Life, Health, Fire, Causality), TDP, ISO 9000 and 1400, Sexual Harassment Prevention, Jackson- Hewitt Tax Preparer Class

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