Customer Service Business Development

Waxhaw, NC ***** +1-704-***-**** ********@*****.*** WWW: Bold Profile

CHRIS NAKOS

Highly motivated and dedicated Registered Representative committed to delivering outstanding service to all clients. Strong work ethic and proactive approach, not afraid to make cold calls and attend networking events to generate leads. Thrives in a fast-paced environments and dedicated to ongoing education to improve my professional performance and benefit clients.

PROFESSIONAL

SUMMARY

SKILLS ● Effective Relationship Development ● Customer service and support

● Focused on Achieving Objectives ● Professional Development Engagement

● Lead Generation ● Regulatory Standards Compliance

● Business Development ● Comprehensive Insurance Planning

● Detail-Oriented Data Input ● Prospective Client Engagement REGISTERED REPRESENTATIVE 11/2023 to Current

NYL Securities, LLC, Charlotte, NC

MANAGER 02/2021 to 11/2021

Imperial Falcon Group, Charlotte, NC

WORK HISTORY

Identified new business opportunities by networking within the local community and attending industry events, leading to an expanded client base.

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Developed strong relationships with clients through regular communication and portfolio reviews, resulting in increased trust and retention rates.

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Maintained strict compliance with industry regulations and company policies, ensuring a consistently professional approach to all aspects of the role.

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Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.

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Provided high level of service and assistance to clients to obtain new opportunities and repeat business.

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Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.

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Educated prospective clients about the benefits of working with a Registered Representative, converting leads into loyal customers over time.

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Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.

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● Collected, arranged, and input information into database system. Supervised operations staff and kept employees compliant with company policies and procedures.

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CO-OWNER AND VICE PRESIDENT 06/2003 to 07/2021

Nakos Paper, Monroe, NC

Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.

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Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.

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● Implemented quality control systems to boost overall product consistency and reliability. Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.

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Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.

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● Collaborated with co-owner on strategic planning initiatives for long-term business success. Improved customer satisfaction ratings by consistently delivering high-quality products and services.

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Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.

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Ensured accurate record-keeping for financial transactions, maintaining organized documentation for easy reference during audits or other inquiries.

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● Established foundational processes for business operations. Developed a strong company culture, fostering teamwork and collaboration among staff members.

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Cultivated a safe working environment by adhering to workplace safety policies and providing necessary resources for employee wellbeing.

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Implemented innovative marketing campaigns to expand customer base and increase brand awareness.

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Negotiated favorable contracts with suppliers, resulting in reduced costs and improved product quality.

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Optimized inventory management systems for streamlined ordering processes and reduced waste levels.

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● Interacted well with customers to build connections and nurture relationships. Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.

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Johnson & Wales University-Charlotte, Charleston, SC Associate's degree, Culinary Arts, 06/1997

South Mecklenburg, Charlotte, NC

High school diploma or GED, 06/1989

EDUCATION

CERTIFICATIONS ● Project Management Professional (PMP) SIE Certification

Series 6 Certification

Life / Health / Long Term Care License North Carolina FINRA

Life / Health License South Carolina

Life License Georgia

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