Occupation:Customer Service Supervisor |
Location:Richardson, TX |
Education Level:Bachelor |
Will Relocate:YES |
Description
PROFESSIONAL SUMMARY In August of 2015 I obtained my Texas Real Estate License and established a LLC for the purpose of pursuing Commercial Retail Properties. My duties will touch every part of the process from research and finding properties for sale, through management of the property, on to executing an exit from the property. After 20 plus great years in the Financial Services Industry I took advantage of an opportunity to become part of an ownership group dedicated to building a strong stable portfolio of income producing Properties. Prior to August 2015 Operations / Compliance / Customer Service / Sales Support Manager with excellent written and verbal communication skills. Strong creative, procedural, prioritization, and analytical expertise with a focus on continuously adapting to the changes and demands of delivering excellence in customer service management. Licenses: FINRA Series 7, 63, 8, 24, 66, 4, and Group One Insurance. Certified Wealth Strategist (CWS) Transamerica Financial Advisors / Cure Financial April 2013 - August 2015 Registered Advisor / Insurance Specialist In charge of the daily responsibilities of supporting independent field Insurance Agents. * OnBoard new agents through the initial Contracting and Licensing process * Assist agents with product choice, case design, illustrations and training * Assure that agent has all of the proper paperwork to present to clients, then 'scrub' the applications for accuracy before submission * Track and follow-up each application, informing and assisting the agents with obtaining all pending requirements. * Handle all client service responsibilities, death claims, conversions, beneficiary change, etc. * Can discuss the Wealth Strategist / Registered Advisor if there is interest
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