Professional Documents
Culture Documents
Kinsey
1185 Heatherwood Lane
Pontiac, MI 48341
(248) 499-3030
kquin707@yahoo.com
OBJECTIVE:
To obtain a successful career in Customer Service/Client Support field, utilizing my previous training and
experience to assist in achieving the goals of the organization.
HIGHLIGHTS OF QUALIFICATIONS:
SKILLS CATEGORIES:
Financial Planning
• Understanding and enforced all bank policies and procedures
• Researched and obtained statistical data to enhance financial knowledge base
• Sales of deposit and consumer loan products and cross sales of all other lending products
• Originates and processes consumer and mortgage loan activity
• Proven knowledge of the financial industry
• Series 6 and 63 State Variable Life & Health Licenses. Ability to quickly learn and market a variety
of financial products and services.
Customer Service
• Communicated and monitored customer needs and trends to meet business objectives.
• Skillfully closed sales by gaining agreement on the benefit of the product.
• Opening and preparation of all documentation for all personal and business accounts.
• Identify referral opportunities; accomplished long-term relationships with customers and
increased profits.
• Generate outbound marketing calls to customers and non customers to provide enhanced sale
and service opportunities
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Computers
• Proficient in utilizing Microsoft Office Suite products
• Effectively utilizing technology for sales presentations and account servicing.
EMPLOYMENT HISTORY:
EDUCATION:
Life & Health Insurance License, State of Michigan Department of Labor & Econmic, MI
Continuous training and knowledge through various seminars and workshops on Customer Services,
Sales, & Benefits/Insurance.
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