Client-Focused Financial Professional/customer service remote only

Heidi Conway

Aberdeen, WA ***** +1-360-***-**** ******.*******@*****.***

Professional summary

An entrepreneurial and results-driven professional with a natural talent for relationship building and process management. Strongest in optimizing client pipelines through digital platforms, scaling operations via talent recruitment, and driving business growth with strategic communication and autonomy. Authorized to work in the US for any employer

Work experience

Financial Professional

GFI Aberdeen, WA

November 2025 to Present

• Client Advisory: Analyze client financial needs and goals to design and deliver customized insurance and financial protection solutions.

• Pipeline Management: Manage client leads and streamline the end-to-end policy application process through digital platforms to ensure fast approvals.

• Team Development: Recruit, screen, and onboard new talent to scale team operations and educate members on financial growth models.

• Market Outreach: Execute digital marketing and networking strategies to build brand visibility and educate the community on financial security.

Integration Specialist

Sea Mar Community Health Centers Aberdeen, WA

September 2015 to Present

• Crisis Diversion & Preventative Care: Engage directly with high-risk clients to establish proactive care plans, effectively reducing unnecessary Emergency Room visits and hospital readmissions.

• Goal-Oriented Case Management: Partner with clients to identify personal health and wellness goals, providing the accountability and resources needed to achieve them.

• Social Determinants of Health (SDOH) Support: Secure critical community resources for clients facing systemic barriers, directly assisting with stable housing, food security, and financial aid.

• Client Advocacy & Outreach: Conduct regular wellness checks and face-to-face meetings to assess client needs, build trust, and ensure continuous engagement with healthcare services. Education

Financial Professional (Life License)

GFI Aberdeen, WA

October 2025 to November 2025

Phlebotomy (Phlebotomy)

Clover Park Technical College Lakewood, WA

February 2016 to August 2016

General Studies (College)

Grays Harbor College Aberdeen, WA

September 1985 to June 1987

Skills

Time management Inside sales B2B sales Customer service Appointment scheduling Sales objection handling Client interaction via phone calls Empathy CRM system proficiency Closing sales Sales Financial services Direct sales Communication skills Sales negotiation Prospecting Active listening Promoting products

Certifications and licenses

Life License

October 2025 to October 2027

Authorized to educate clients on financial protection strategies, analyze individual risk profiles, and facilitate the underwriting and placement of life insurance products. Well-versed in state regulatory compliance, policy structures, and wealth-preservation strategies to help individuals and families secure long-term financial stability. Driver's License

Contact this candidate