Highly skilled and dynamic data entry specialist with 3+ years of experience working with data entry systems to support and enhance business processes.
Experience
Northwestern mutual
Mar 2022 – Present
Remote
Financial Planning Associate
❑ Ensured the continuation of efficient, effective, and organized practice
❑ Accuracy, and attention to detail performing data entry and working with
client data
❑ Collaborate with members of the planning team on strategies
WilSave Financial
Jul 2019 – Mar 2022
Mount Prospect, IL, USA
Executive Manager
❑ Managing company’s relationship with clients
❑ Assist with safer money investment based on customers risk and comfortability level
❑ Held clients account portfolio annual reviews and reallocation to safer strategies
Lloyd Agency
May 2015 – Sep 2016
Schaumburg, IL, USA
Insurance Agent
❑ Calculated premiums and established most considerable Life Insurance plan with an appropriate payment
method
❑ Determined clients’ needs and financial situations by scheduling fact-finding appointments, determining the
extent of a present coverage and investments; assessed long-term goals
❑ Prepared coordinated protection plan by calculating and quoting rates
❑ Ensured that policy requirements were fulfilled, including all necessary medical examinations and
completion of appropriate forms