Manuel Burns - Customer Service Agent Resume Simple
SUMMARY
Seeking a position in the financial services industry where I can utilize my skills and experience in the field of finance and accounting. I am a self-motivated, and organized professional with a strong work ethic.
SKILLS
  • annuities, life insurance, series 7, correspondence, 401k, insurance
  • solutions, cold calling
WORK EXPERIENCES
  • 2017-12-262017-12-26

    Customer Service Agent

    R.V. College of Engineering

    • Insurance and annuities for life and disability, long term care, 401K, and retirement plans... Created and maintained a comprehensive financial plan.
    • Created and maintained a database of all financial information for the client. I was able to provide a wide range of financial products and services.
    • Create and maintain a Series of financial licenses and Series 7, 63, 65, and 65 licensed life insurance.
    • Assist in the preparation of correspondence and documents for the company. Work with the client to resolve any issues.
  • 2017-12-262017-12-26

    Corporate Account Executive

    Pls Financial Services

    • Provided solutions to client base through cold calling, referrals, and referrals. Maintained a book of business of over $1.
    • Created and maintained a network of business relationships with local businesses. Provided assistance to the sales team. Developed and implemented a new marketing plan.
    • Assisted in the development of new client relationships and maintained a high level of customer satisfaction. Worked with the team to ensure that all client needs were met.

 Crimcheck.com 

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