Dynamic Financial Advisor with Client-CDriven Strategy
Resume:
AMANDA
WARD
***********@*****.***
WAYNESBORO, MS 39367
Bold Profile
Dynamic Financial Advisor with a proven track record at Primerica, specializing in personalized financial strategies and client relationship management. Skilled in insurance policy sales and active listening, I excel in educating clients and mentoring peers, fostering trust and loyalty while achieving their financial goals. Committed to professionalism and ethics in all interactions.
PROFESSIONAL SUMMARY
SKILLS
• Social skills
• Friendly communication
• Active listening
• Licensed cosmetologist
• Clear communication
• Professionalism and ethics
• Life Producer License
• Insurance policy sales
• Client account management
• Insurance product expertise
• Prospecting clients
• Lead prospecting
Exam FX
Online • 08/2025
Life Insurance Producer
HATFIELD'S
Laurel, MS • 03/2008
COSMETOLOGY LICENSE:
Cosmetology
WAYNE ACADEMY
WAYNESBORO, MS • 05/2006
High School Diploma
EDUCATION
CERTIFICATIONS
Primerica - Financial Advisor
Waynesboro, MS • 07/2025 - Current
DOLLED UP, LLC - Cosmetologist
WAYNESBORO, MS • 10/2022 - Current
WORK HISTORY
Developed personalized financial strategies to meet clients' unique needs and goals.
•
Analyzed market trends and investment opportunities to provide informed recommendations.
•
Educated clients on various financial products, enhancing their understanding and engagement.
•
Cultivated strong client relationships through regular follow-ups and support initiatives.
•
Mentored junior advisors, sharing best practices for client management and financial planning.
•
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
•
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
•
Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
•
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
•
Delivered exceptional hair styling and coloring services, ensuring client satisfaction and loyalty.
•
Maintained cleanliness and organization of workstations, adhering to health and safety standards.
•
Consulted with clients to assess needs and recommend appropriate beauty treatments and products.
•
Booked appointments, answered phones, greeted clients, handled payments, and created client service tickets.
•
Processed payments, entering sales in register for prompt customer service.
•
Life Producer License - August
2025 - Present
• M.S. GATLIN BUILDING SUPPLY - Secretary
Waynesboro, MS • 01/2008 - 07/2025
Streamlined document management processes, enhancing retrieval efficiency and reducing processing time.
•
Coordinated office supplies procurement, optimizing inventory levels and supplier relationships.
•
Assisted in preparing reports and presentations, supporting senior management in strategic planning initiatives.
•
Trained new administrative staff on company protocols and systems, fostering a collaborative work environment.
•
Implemented project tracking systems that improved workflow transparency and accountability among team members.
•
Led efforts to enhance office organization, resulting in increased productivity and reduced operational disruptions.
•
Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
•
Answered multi-line phone system and enthusiastically greeted callers.
•
• Maintained daily report documents, memos and invoices. Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
•
Entered data into system and updated customer contacts with information to keep records current.
•
• Maintained electronic filing systems and categorized documents. Responded to emails and other correspondence to facilitate communication and enhance business processes.
•
Contact this candidate