Results-driven professional with proven success in client relationship management and sales strategies. Highly skilled in financial analysis and customer needs assessment, dedicated to achieving business growth and client satisfaction.
Overview
7
7
years of professional experience
Work History
Financial Representative
Northwestern Mutual
Leawood
07.2025 - Current
One of three in my sales class to hit first-quarter targets.
Collaborated with team members to streamline client onboarding processes.
Educated clients about investment options and risk management strategies.
Scheduled appointments and followed up with clients regarding their inquiries.
Developed and managed growth-oriented business and marketing plans.
Account Manager
Surge Midwest
Kansas City
05.2025 - 07.2025
Achieved highest total sales in class through effective strategies and engagement.
Executed grassroots sales initiatives with non-profits to support children in need.
Maintained precise records of client interactions and transactions for future reference.
Resolved customer complaints promptly to enhance satisfaction and retention.
Served as primary contact for addressing client concerns and needs efficiently.
Bartender
Ol Stuga
Lindsborg
08.2024 - 04.2025
Provided quality social interaction, along with the food and beverages, to enhance the customer experience.
Maintained cleanliness and order throughout the area to keep customer requests streamlined and efficient.
Managed inventory of supplies and restocked items as needed.
Handled cash transactions and processed payments accurately.
Team Manager
Tropical Moose
Kirkwood
05.2019 - 09.2024
Managed a team of 40+ employees to ensure smooth operations.
Managed inventory daily, and delivered products to three locations throughout the Kirkwood area before opening.
Created monthly schedules for all 40+ employees.
Trained new hires in all three locations as needed.