Financial Services Call Center
Resume:
Neil Evans
HARVARD
Brooklyn, NY 11217 347-***-**** ******.*********@*****.*** Dear: Hiring Manager
My name is Neil. I am biracial from a very good family, community and extended church family. I am blessed with a beautiful and gorgeous wife from Ethiopia. Together we have two wonderful kids. My family is proud of us as a family. I am a role model in my community. People in my family and extended community are very proud of my academic and personal success. For college I studied Government and Foreign Affairs at Harvard University and I received a Certificate in General Business at the Graduate School of Business at Stanford University. It is with great enthusiasm and joy that I am expressing an interest in your open position. I am a very positive person with a positive outlook on life. I want to be clear from the start. I am interested in base salary jobs paying
$55,000 per year or base salary jobs paying $18 to $28 per hour. I am interested in onsite and hybrid jobs located in the New York City area Manhattan, Queens or Brooklyn. I am also interested in remote jobs. I am not interested in jobs located in New Jersey or Jersey City. If you are offering any commission only jobs please do not contact me and take me off your list. My family and I live in a high rise Condominium in a nice area. I have a quiet area I use as a private office space away from our kids and dogs. We live in a very nice area and community. I have a good professional demeanor, speaking voice and a good phone manner with good time management skills. I have a lot of positive energy and it rubs off on others. With over a decade of experience in the financial services industry, I have developed robust organizational, communication, and client support skills within fast-paced call center and office management environments.
My entire career has been in the insurance and financial financial services industry for over a decade with some of the best iconic names in the financial services industry. I have managed high volume call centers and trained new staff to handle high volumes of inbound and outbound calls putting clients at ease and being ready for the next customer. I am always complimented on how well I speak, work and carry myself in public. I have been recognized for showing the consistent ability to enhance efficiency and foster positive interactions. I am always complimented on how well I dress, speak and carry myself in public. I have a very good speaking voice, phone manner and attention to detail. I have received many awards from highest sales, highest retention, highest repeat clients and best phone manners.
I am seeking a full-time position with a base salary. Again I am only interested in base salary jobs. If you are offering commission only jobs please take me off your list. I believe a happy work environment is essential to the growth of any business.
Thank you for your time and consideration. I believe I will be your best hire. EDUCATION
● LEAD Program Certificate: Business Management, Stanford Business School (Passed) 12/1997
● Major: Government and Foreign Affairs, Harvard University, 1994
Senior Thesis Concentration: Israel-Jordan Peace Treaty Agreement under President Bill Clinton
Awards: L. and Frances L. Walker Award, Renee Powell Award, Dr. Gussie M. Ware Neil Evans
HARVARD
279 Butler Street, Unit 1202
Brooklyn, NY 11217 347-***-**** ******.*********@*****.*** Memorial Award, Bill Cosby, Harvard Model United Nations Award & Scholarships
● Theodore Roosevelt Bronx High (Graduated 1989)
MEMBERSHIPS & AWARDS
● Memberships: Christian Fellowship Center, Church Family Volunteering Program
● Professional Awards: Best Phone Manner, Highest Client Retention, Highest Sales, Leadership in Business
● Foreign Language: Hebrew
WORK EXPERIENCE
Financial Consultant Hybrid, World Financial Group (WFG), Houston, TX Sep. 2010 – March 2025
● Managed high volume of inbound and outbound calls (85-170 weekly), emails, and client follow-ups. Used Microsoft Office, Word and Excel in my role.
● Organized data, scheduled events, and maintained up-to-date reports.
● Developed and implemented client care plans and insurance/healthcare resources, leading to a decrease in modification requests.
● Collaborated with insurance and healthcare professionals to optimize client support.
● Cultivated and maintained strong relationships with clients
● .Ability to adapt quickly to changing protocols
● Demonstrates ability to successfully manage multiple tasks at one time
● Strong data entry skills
● Strong collaborative style, both internally and externally, to ensure objectives are met Financial Consultant, Mutual of Omaha, Los Angeles, CA Sep. 2002 – May 2010
● Managed phone calls, emails, and meeting scheduling for brokers, clients, and partners.
● Conducted 85-170 inbound/outbound calls per week, ensuring diligent client follow-up.
● Assessed client needs and evaluated business plans to authorize commercial real estate loans.
● Engaged in discussions regarding loan repayment and project execution timelines.
● Demonstrates ability to successfully manage multiple tasks at one time
● Strong data entry skills
● Strong collaborative style, both internally and externally, to ensure objectives are met Financial Consultant, Northwestern Mutual, Los Angeles, CA Sep. 1994 – June 2002
● Coordinated phone communications, emails, and meeting schedules for brokers, clients, and Neil Evans
HARVARD
279 Butler Street, Unit 1202
Brooklyn, NY 11217 347-***-**** ******.*********@*****.*** partners.
● Completed 85-170 inbound/outbound calls weekly, maintaining consistent client contact.
● Discussed loan repayment plans and project timelines to ensure responsible fund utilization.
● Demonstrates ability to successfully manage multiple tasks at one time
● Strong data entry skills
● Strong collaborative style, both internally and externally, to ensure objectives are met REFERENCES: Available Upon Request
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