Time when you tried to reach a goal

Professional Summary

Ambitious, detail-oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.

Skills

Work History

Supervisor Assistant 10/2016 to Current

Eagle's Club Affiliated with Mutual of Omaha – Los Angeles, CA

· Entered details such as payments, account information and call logs into the computer system.

· Responded to customer requests via telephone and email.

· Worked with clients to assess and meet short- and long-term financial goal.

· Provided information on accounts, insurance plans and diverse funds.

· Contacted potential clients to pursue sales and gather funds.

Business Development Representative (BDR) 05/2016 to 08/2016

Microsoft Office – Atlanta, GA

· excel in multiple tasks and responsibilities

· combination of attention to detail

· ability to master complex technical and sales subjects

Sophmore Manager 03/2011 to 01/2016

Syncis – Los Angeles, CA

· Met with existing and prospective clients each week to select appropriate insurance policies.

· Responded to customer calls within two hours so that questions were answered swiftly

· Identified issues and took appropriate action to ensure speedy resolution.

· Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.

· Met with prospective customers and business owners in their homes, businesses and other settings.

Education

Bachelor of Science (BSc): Health Administration 2017

California State University - Northridge - Northridge, CA

· Minored in Gerontology

Associate of Arts: Health Administrative 2014

Los Angeles Pierce College - Woodland Hills, CA