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Candidate Info
15
years in workforce
1
year at this job
BA
History And Sociology
Benefits Advisor
The largest private insurance brokerage in America that works with millions of customers across the country to select health insurance policies with the help of benefits advisors
- Recognized as one of the top sellers at [company name] by exceeding monthly sales goals of over 200 per month
- Proven ability to handle large call volume with successful conversion of over 60% of calls with customers to sales
- Demonstrated ability to establish rapport with customers and quickly close with an average of 15 minutes per sale
- Solid understanding of the new Affordable Care Act laws and updates in the health insurance exchange marketplace
- Worked with most health insurance carriers including; Blue Cross Blue Shield, United Health Care, Cigna, Humana and various state and government health insurance exchanges
Candidate Info
9
years in workforce
1
month at this job
HS
High School Diploma
Service Advisor &change Management Consultant
- Evaluated fixed operations in order to improve processes and performance
- Customer Satisfaction Index increased to over approximately 97.5% positive
- Revenue increased over 200% the year following implementation of recommended changes
Candidate Info
10
years in workforce
1
year at this job
Senior Advisor
Previous position as: Service Technician
- Recognized for being the lead service technician after 2 month
- Promoted to Senior Advisor after 3 month
- Senior Advisor of the month of February for exceeding sales margin by 31%
Candidate Info
7
years in workforce
5
years at this job
Real Estate Sales Associate
Office Manager/service Advisor
- Effectively resolved customer/vendor inquires, educating customers on technical issues and vehicle operations.
- Developed and created standard operating procedures, created monthly sales reports on labor, parts and EPA data.
- Completed other administrative duties such as payroll, A/R, a/p and estimated tax payments.
- Maintained an organized workflow schedule, generated repair orders, ordered/received parts, ensured inventory organization, created and sold estimations/quotes to customers.
- Built repeat business and customer loyalty by ensuring the highest quality repair status.
Candidate Info
3
years in workforce
2
years at this job
BA
Bachelor of Arts
Financial Aid Advisor
Counseled students and families regarding the options for obtaining financial aid, the process for requesting aid, and the eligibility requirements for receiving and maintaining aid.
- Provided tenacious and professional judgments for ensuring eligibility for Students with special circumstances.
- Provided financial education to minimize education debt talk tracks that support 90/10 Ratio, with Title IV funds not greater than 90%, and private / cash funding not less than 10%.
- Maintained Financial Aid database, prepared statistical reports, and maintained demographic data.
- Processed loan accounts, promissory notes, transaction problems, and other types of financial assistance.
- Maintained a close working relationship with Enrollment Services, the Bursar's Office, Veteran's Office, and other university personnel.
Candidate Info
5
years in workforce
3
years at this job
Counseling
Financial Advisor
Handled 15 million dollars in investment transaction.
- Prospected Businesses, family, and Individuals with $250,000 of Investable assets or more.
- Networked and developed 3 revenue producing markets
- Developed relationships with major centers of influence throughout the bay area.
- Exceeded all sales goals for 30 consecutive months
- Exceeded all sales goals in all categories for 30 consecutive months
- Sold a broad array of sophisticated investment products hitting my goals in each category including amount of assets invested.
Candidate Info
30
years in workforce
2
years at this job
Management
Service Advisor
Greet and establish relationship with the customer to meet and achieve customer satisfaction, sales goals and create desire to only service vehicle here.
- Increase sales in parts and service with customer pay and insuring proper warranty administration under contracts.
- Maintain high customer satisfaction goals, above 92%
- Generate highest customer contacts in team of 9 advisors, more than 12% more than next advisor
Candidate Info
13
years in workforce
6
years at this job
BA
Health Administration Management
MA
Health Administration Management
Senior Enrollment Advisor for Health
- Proven track record of prospect generation and conversion through cold calling, referrals, and database management.
- Awarded divisions "Rising Star Award" Quarter 4, 2011
- Promoted to team lead and northeast division ambassador responsible for resource planning, training, and implementation of health care degree programs.
- Prepared students for educational experiences in health care by encouraging them to explore learning opportunities and to persevere with challenging tasks.
Candidate Info
9
years in workforce
2
years at this job
MBA
Mba
MBA
Master of Business Administration
Financial Advisor
- Helped clients set and achieve financial goals by providing tailored advice that was specific to their situations
- Set monthly, trimester, and annual business objectives and implemented strategies and processes to achieve them
- Ensured all business processes met compliance standards and completed continuing education requirements as necessary
Candidate Info
8
years in workforce
2
years at this job
Sales Advisor
Assisted customers with purchasing items within the store location
- Helped design homes based upon the customers' needs
- Attracted potential customers by answering product and service questions; suggesting information about other products and services
- Recommended potential products or services to management by collecting customer information and analyzing customer needs
- Contributed to team effort by accomplishing related results as needed
Candidate Info
22
years in workforce
6
months at this job
HS
High School Diploma
Science
Benefit Advisor
- Presented and clearly explained insurance policy options to Medicare eligible retirees based on their needs and goals.
- Assisted large clients; employers, transition their Medicare eligible retirees from group insurance to individual insurance.
- Researched coverage and premium options and supplied clients with the best coverage available.
- Maintained compliance with CMS/ Department of Insurance guidelines, in order to sell.
- Used several resources such as Medicare.gov and several insurance carriers' websites ensuring that the most up to date and accurate information was provided to recipients.
- Explain claims processes, accessed retiree's HRA; health reimbursement accounts.
Candidate Info
12
years in workforce
2
years at this job
Senior Advisor
- Supervise assigned staff by performing or participating in the following personnel responsibilities: training, staff selection, recommending and/or implementing disciplinary actions, responding to grievances, recommending termination, attending unemployment hearings and assisting with labor relations issues.
- Evaluate and document work performance formally and informally; coach, counsel, monitor, and motivate assigned staff.
- Establish and/or prepare staffing schedules.
- Mentored and maintained accountability of team members within the organization, providing positive guidance for their personal and professional development.
- Supervised inventory management functions for communications, medical and specialty equipment valued at approximately $2M; conducted a monthly inventory with a 100 percent accuracy rate.
- Planned and managed over 50 projects using project management concepts; established work breakdown structures and timelines, forecasted resources and supervised overall completion of projects.
- Analyzed violations of organizational code of conduct and administered disciplinary actions in accordance with published regulations.
- Assessed training needs and evaluated training effectiveness of organization; assisted in the development of innovative teaching techniques and conducted professional development seminars.
Candidate Info
7
years in workforce
6
months at this job
HS
Medical Office Assistant
HS
High School Diploma
Sales Admissions Advisor
Received and responded to inquiries via phone, email, and Live Chat
- Admissions advisor for students from 3rd graders to college students.
- Assisted with program selection and provided program information.
- Documented call
Candidate Info
10
years in workforce
6
years at this job
BS
Business Management
Human Resource Management
Enrollment Advisor
Advise prospective students on educational options and career decision
- Provided exceptional student support throughout student's degree program
- Planned and prioritize workload, handled confidential and sensitive information
- Microsoft Office proficient
Candidate Info
4
years in workforce
4
months at this job
BS
Accounting
Financial Advisor, Solutions Trainee
- Tenure predicated on passing Series 7 exam; Missed testing by 1 point
- Solutions Advisor Training
- Utilize consultative sales approach to close sales recommending customers on product range available
- Incoming/ Outgoing sales calls, Balanced, Cash drawers; maintained sales goals
Candidate Info
11
years in workforce
5
years at this job
BS
Finance
MS
Cybersecurity-information Technology
Financial Advisor and Insurance Agent
- Gained new sales through cold calling
- Sold life, accident, and health insurance, and stocks, bonds, and mutual funds
- Created and implemented financial plans and investment strategies for clients
- Submitted securities trades for clients
Candidate Info
15
years in workforce
4
years at this job
Certified Service Advisor/auto Technician
Auto Technician with promotion to Service Advisor
- Dispatching work to Technicians
- Communications between auto techs & customers
- Scheduling & assuring completion of customer vehicle repairs in timely manner
- Explanation of diagnostic/repairs to customers
- Responsibility of closing/opening of service department
- Assist Service Manager with day to day service operations including filing & handling of warranty claims
Candidate Info
7
years in workforce
2
years at this job
Cosmetology
Art Education
Beauty Advisor
- Create a welcoming environment by greeting clients and probing for information for a custom experience.
- Ensure studios are hygienic and supplied with sanitized makeup applicators at all times. This maintained client satisfaction and cleanliness.
- Continuing education meant when clients spent their time with me, they knew they were going to receive an unbiased, honest and educated service that was personalized for them.
- Study face, eye shape and skin tone for shade matches and contour to bring depth and dimension to the face.
- Use multiple techniques to create a desired look while educating the client about products used and demonstrating correct use.
- Increase sales and satisfaction by adding to client's basket and offering complimentary samples. Then, confidently assure them of their purchase and let them know I looked forward to seeing them again.
Candidate Info
3
years in workforce
5
months at this job
Psychology
Residential Advisor
- One of 180 individuals selected out of 560 applicants for the position
- Responsible for the facilitation of academic, cultural, intellectual, personal, and social
- Serve as a resource and oversee a residential floor of 19 residents of diverse backgrounds
- Budget money for residence hall events
Candidate Info
8
years in workforce
1
year at this job
BA
Communications
Financial Aid Advisor
- Administering federal, institutional, state, and private funds for requesting students.
- Awarding financial assisting to eligible students, as defined by criteria established by the funding source.
- Educating and advising students regarding financial matters.
- Ensure timely collection of documentation, completion of applications, and accuracy of information and files adhering to compliance.
- Assist students throughout the financial aid process.
- Prepare necessary reports as directed by the Director/V.P. of Financial Aid.
Candidate Info
5
years in workforce
2
years at this job
BS
Mass Communication
Peer Advisor Scheduling Specialist
- Schedules and maintains appointments through computerized
- Answers telephone, screens calls, take messages, and provides information along with greeting patients in a prompt, courteous and helpful manner.
- Makes personal reminder calls as appropriate
- Responsible for initiating and receiving calls from providers to schedule Peer Advisor reviews while maintaining a courteous, professional attitude at all times.
- Schedulers must have a higher level of understanding related to medical terminology
- Schedulers must demonstrate exceptional customer service skills to communicate in a positive professional manner with patients, coworkers, hospital staff, and physicians and their staff
Candidate Info
1
year in workforce
5
months at this job
BS
Recreation And Leisure Studies
MA
College Student Development And Administration
Pass Student Success Advisor
- Assist with the daily operations of the Multicultural Student Services office
- Facilitate academic, social, and career development workshops
- Manage a caseload of students within the program
- Provide academic support
- Serve as an advisor to students within the “Partnership to Achieving Student Success” program, which provides services to at-risk students enrolled in one or more developmental courses, lives in low-income housing, and/or is a first-generational student
Candidate Info
12
years in workforce
3
years at this job
Pharmacy Technician Certification
Career Services Advisor/vocational Skills Instructor
Career Services Advisor/Vocational Skills Instructor for the adult population who are affected with intellectual, mental, and developmental disabilities and delays.
- Program Development, Behavior Modification, Client Advocacy
- Observation of client performance, behavior, social development & Physical health. Documentation of client issues.
- Prepare class materials, Identification of educational needs & develop classes & interactive activites. Conduct basic assessments & application of multiple teaching methods.
- Enforcement of rules for governing behavior. Job coaching. Assistance in career services
Candidate Info
14
years in workforce
5
months at this job
HS
High School Diploma
Applecare Advisor
[company name] Care At Home Advisor
- Determine and Diagnose [company name] mobile devices issues and customer concerns
- Trouble shoot technical issues with [company name] related applications in mobile devices
- Process preferred repair method for customer to get first call resolution
- Reserve appointments for [company name] Care customer at convenient [company name] Retail Store when the customer preferred local repairs
- Guided customer through [company name] iOS questions, concerns, and specific preferred settings
- Knowledge of troubleshooting steps in both Mac and Windows environments
Candidate Info
2
years in workforce
2
years at this job
HS
High School Diploma
AA
Psychology
Residential Advisor
- Assisted residents with activities of daily living.
- Purchased, prepared and served food for resident following special prescribed diets.
- Assisted patients into and out of bed, automobile and wheelchair, to lavatory and up and down stairs.
- Assisted resident to dress, bathe and groom themselves.
- Kept track of resident medications.
- Accompanied ambulatory residents outside home, serving as guide, companion and aide.
- Entertained patient read aloud and encouraged residents to participate in activities.
- Performed miscellaneous duties as requested, such as obtaining household supplies and running errands.
- Maintained records of services performed and of apparent condition of patient.
Candidate Info
5
years in workforce
2
years at this job
Certification
Sales Advisor
- Answer customers' questions about products, prices, availability, product uses, and credit terms.
- Recommend products to customers, based on customers' needs and interests.
- Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
- Negotiate details of contracts and payments, and prepare sales contracts and order forms.
- Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.