Seasoned Financial Professional bringing expertise in tax law, mutual funds, and education planning. Resourceful, hardworking, and passionately dedicated to satisfying customers.

Ambitious Financial Rep with 10 years of hands-on experience verifying transaction information, obtaining payment authorizations and scheduling and preparing

disbursements.

First-rate expert at customer communication, data entry and

organization. Diligent and meticulous professional commended for quickly and accurately learning new procedures. Insightful Insurance Sales Agent bringing 13 years of insurance product and policy management expertise to growing organization.

Focused and analytical with a passion for client satisfaction and team goal achievement. Offer demonstrated proficiency in insurance products, services and customer behaviors.

Trained in reviewing documents, working with internal and

external parties and resolving routine and challenging concerns with independent approach. Identify and resolve problems, promoting new offerings and outperforming sales goals. Accountable Insurance Representative with excellent client management and insurance plan promotion.

Highly effective juggler of multiple competing responsibilities

simultaneously. Proven history of exceptional time management and customer service.