Financial Advisor

EDUCATION

Certified in the State of Ohio: Accident and Health, Life, Variable Annuities

The University of Toledo Toledo, OH
Bachelor of Business Administration
Graduated: May •••••
AACSB Accredited College of Business Administration

Huntington University Huntington, IN
Major: Graphic Design & Fine Art
•••••
Received cross country and track scholarship

EXPERIENCE

American Income Life Toledo, Ohio September ••••• - Present
BENEFITS SPECIALIST
Schedule daily appointments to review available benefits package
Explain and present benefits for local union and association members
Advertise Whole Life, Term, Accidental D&DM, Cancer, Hospital Indemnity

Frogtown Johnnies Sylvania, Ohio February ••••• September •••••
BARTENDER/WAITRESS
Promoted daily specials to changing clientele demographics based on promotional events
Managed open accounts, tracked purchases and updated accounts as needed
Dispute resolution for customers on open accounts
Sanitize and maintain a clean work environment
Train new employees on procedures, liquor laws, and customer interactions
Time management: •••••+ hours of working while attending University of Toledo full time

Technology Group International Sylvania, Ohio March ••••• - May ••••• INTERN - INSIDE SALES Cold call prospective clients to gather information and present company software as a solution Update customer database for current enterprise software requirements and future contact
First exposure to the clients to generate sales lead
Provided multiple sales leads by phone
B2B sales experience with companies across the nation
Perform market research on industry specific software

SKILLS

Experience includes public speaking, negotiation, organizing, selling, dispute resolution, and team-based skills, Windows and Macintosh computers.

ACTIVITIES

Huntington University Cross Country and Track and Field June ••••• - May •••••