Michelle Sheridan, CRPS
Cold Spring, KY 41076
Email: **************@*******.***
Objective
To secure a respectable position with a distinguished company
that offers growth and the potential for a long-term career.
Experience
04/09 – Present NCIM Cincinnati, OH
Product Demonstrator
Execute product demonstrations during scheduled date.
Excellent customer service and customer oriented.
Engage customers in presentations, and interact with audience.
Detailed product knowledge, as well as food safety requirements and regulations.
Ability to lift up to 80 pounds, set up and breakdown demonstration materials, prepare product and conduct sampling.
Effectively self manage time and report event success, via online, telephone and mail.
11/06 – 07/07 Union Central Life Insurance Cincinnati, OH
Regional Sales Consultant - Retirement Plans
Work with Financial Representatives to determine the best-qualified plan for
their clients.
Generate proposals for client meetings.
Process any new business paperwork to open plan.
Install any new provisions/amendments due to ERISA.
Manage multiple territories and their Field Representatives.
Detailed knowledge of all types of qualified plans.
Determine the best plan design illustration for a particular client.
Conduct enrollment meetings on behalf of Union Central and answer participant’s
questions on the plan.
11/05 - 11/06 UBS/Gradison Investments Cincinnati, OH
Senior Retirement Plan Coordinator
Maintain a positive relationship with all clients and advisors.
Travel to client locations for enrollment meetings, discussion of assets, and
future needs.
Prepare document analysis for preparation of enrollment materials for employee
communication meetings.
Obtain fee quotes from third party administrators for new client business.
Produce and order proposals that best fit the client’s needs.
Maintain active prospect files.
Coordinate plan installation process.
Create and modify PowerPoint presentation.
Feasibility studies using Excel.
Heavy phone contact with investment consultants, investment associates, fund
companies, third party administrators and clients.
05/2005 - 10/2005 On Assignment Inc., Cincinnati, OH
Travel & Housing Coordinator/Clerical
Managed multiple accounts with nationwide hospitals to staff registered
nurses.
Processed invoices/claims for all travel and housing needs.
Managed over 500-1000 nurses on assignment.
On call 24/7 for all emergency needs.
Windows, Excel, Outlook and World span applications
09/2000 - 05/2005 Fidelity Investments Inc., Covington, KY
Senior Client Representative/ Associate Trainer
Qualified Defined Benefits (Pension) and Defined Contribution (401K)
representative.
Expert at Internet, Microsoft Office, Excel, PowerPoint, DOS and
WordPerfect
applications.
Site Efulfillment Coordinator
Associate trainer for new service representatives.
Manager of outbound group; handled representatives during customer call
back/
resolve procedures.
Top 5% in asset retention, time management, and average call handle
time.
Efficient in general office protocol: filing, multiple phone lines,
data entry,
customer service, presentation and organizational skills.
Error free during entire employment period.
Received teamwork award by peers.
Received leadership award by management.
05/2000 - 09/2000 Movie Gallery Alexandria, KY
Assistant Store Manager
Assisted in day-to-day operations.
Interview/hire applicants.
Train new associates.
Inventory management
Processed payroll and vacation/sick time
02/1997 - 11/1999 Delta Airlines Cincinnati, OH
Customer Service Supervisor - Domestic Sales
Supervisory/lead experience within a call center environment.
Responsible for the daily supervision, training, motivating, and development of
25+ associates in domestic sales.
Handled escalated customer calls and follow-up on accounts
Trained new and tenured associates.
Facilitated training seminars in multiple hub cities.
Member of Self Managed team.
Strong proficiency in Microsoft applications, and excellent time management.
Education 1996-1998 Northern Kentucky University Highland Heights, KY
College for Financial Planning Greenwood Village, CO
Volunteer Work Raised $1500.00 for Junior Achievement, mentor for local
Boys and Girls club of America.
References Available on request.
Salary Requirements: Negotiable