Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic
Andrea Loeffelman

Andrea Loeffelman

Peoria,AZ

Summary

Confidence and success are only a few of many skill sets which set a difference between myself and others. Experienced superior communication skills, leadership, sales, customer service, and good judgment. Excellent reputation for resolving problems and improving customer satisfaction. Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Enthusiastic & eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of tasks and expectations. Motivated to learn, and would be eager to secure a position. Currently looking (but open to any options) for a full-time remote position that offers professionalism, secure/qualified pay and benefits, ability(s) to show off the interpersonal skills, hard-working mentality, and leadership. Experienced superior communication skills, leadership, sales, customer service, and good judgment. Excellent reputation for resolving problems and improving customer satisfaction. Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Enthusiastic & eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of tasks and expectations. Motivated to learn, and would be eager to secure a position. Currently looking (but open to any options) for a full-time remote position that offers professionalism, secure/qualified pay and benefits, ability(s) to grow.

Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and full skill set. Talented, confident, & independent. Team player, insightful, and goal driven. Years of experience in multi tasking, leadership organization, sales, customer service, professionalism, fast learner, skill set as a whole, and achieving success. Gifted in oral and written communication, contract negotiation and dispute resolution. Desire to bring expertise to dynamic position with room for career growth and opportunity to make lasting impact on team profitability. Numerous accomplishments as an individual, but also as a team leader. Ability to demonstrate talent in a wide range of areas, along with marketing, decisions and research, sales, client services, and more; but confident in various skills which relate to any position or job qualification. Poised and highly knowledgeable with talent for maintaining friendly demeanor and explaining details when advising clients. Experienced background to grow success in any desired qualifications a company is looking for in an employee; as well as a fast learner. Dependable with dynamic communication skills. Proven success in streamlining workloads by organization, multi tasking, and finding resolutions. Compiled and analyzed data to determine approaches to improve sales and performance. Long term success in sales, retention, and providing customer service. Successful, direct, listener, speaker, driven, smart, and capable of any job. Strengths in many areas, along with a positive, confident, calm, answer seeking, problem solving and skill minded ability and mind set. Analytical with proven track record of offering sound advice to myself, team, and management when needed or requested. Experienced & professional woman who is a leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrate leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Forward-thinking, successful at building strong and lasting customer relationships by assessing client needs and addressing concerns. Professionally supported clients with almost every problem question, feedback, service request, etc.. Strong organization, time management and communication skills. Results-oriented, always motivated to promote business and drive revenue growth. Offering years of expertise in many areas along with being a fast learner. Easy at growing business through deep knowledge, research, planning, ideas, and strong relationship-building abilities. Ability to generate profits and dividends or the results expected from an employer. Reliability and seeking a long term job opportunity with growth for the future.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Representative

Northwestern Mutual-Cory Newman
Saint Louis, Missouri
03.2018 - 05.2022
  • Met with customers to assess needs, financial security and eligibility.
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Handled incoming payments and outgoing disbursements
  • Sold, pre-qualified prospects, scheduled reviews, handled service requests, and all administrative responsibilities (only assistant for 4+ years)
  • Increased accounts by over 50% within first year regarding all products, achieved numerous Top Advisor Awards due to our efficient account maintenance, sales, technological use, production, new client numbers and maintaining relationships with repeat clients along with receiving continuous positive customer feedback.
  • Received customer applications and followed up with clients to obtain missing information before submission. Assisted underwriting with all items including outreach to other third party companies, scheduling medical exams, followed up with clients, sent updates, researched and most importantly staying in touch with clients to oversee process remains time efficient and organized.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Discussed financial options with clients and provided informed suggestions.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance..
  • Accurately processed routine financial transactions such as billing, payment options, online profiles, investment shares/disbursement, outgoing and incoming rollovers/transfers of accounts, deposits, and opening or closing accounts for customers.
  • Identified customer financial service needs to prepare proposals and sell services.
  • Maintained regular contact with clients to inform about transactions and performance.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
  • Presented financial plans to clients based on analysis of financial status and goals.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
  • Drove sales by following up with leads and new customers through outbound calls, scheduling annual reviews with clients, sent email and called regarding options and benefits on policies to discuss, marketing both internal and external, brought ideas and organized events for Financial Advisor, posted daily online marketing programs; also designed LinkedIn, Facebook & Hearsay profiles.
  • Documented customer interactions and relationships using CRM systems.
  • Boosted financial service sales by using cross-selling techniques.
  • Contacted prospective customers to present service options and explain details.
  • Read financial publications to remain informed about trends affecting market conditions.
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Prepared contracts and related documentation according to strict standards.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Generated leads from customers
  • Monitored portfolio performance using online tools such as NM Connect, Microsoft Word, NETX360, CRM Reporting, Microsoft Excel, Chrome, Factfinder, and Pershing Platform.
  • Conceived, built and managed hedging/investment/insurance/customer sales and new clients, along with handling administrative services as sole assistant.
  • Fostered positive business relationships to promote continued interest in insurance and financial wealth management products, online use for clients and services..
  • Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.
  • Excellent team worker and leader.
  • Capitalized on customer up-sell opportunities which gained my team among top three almost every month increased revenues, increased renewals, increased online customer profiles and usage, service and underwriting completion, along with appointments. Many supervisors of interns, technology support (CRM use), and prospecting managers requested I speak to give feedback along with my strategies based off high success rate.
  • Provided clients with price quotes on securities and financial information on corporations issuing select securities.
  • Managed entire financial representative duties including underwriting team and preferred partners.
  • Tracked performance and made recommendations to management for changes to products and policies.
  • Networked daily and tracked sites used to identify potential new clients and expand geographic territories.
  • Assisted management and researched specific risks and trends.
  • Verified ownership and transaction information and dividend distribution instructions to conform with governmental regulations using stock records and reports.
  • Identified potential investment opportunities for clients by reviewing stock and bond reports.
  • Investigated resources of potential buyers to determine pay expected costs.
  • Led cross-departmental and divisional workflows supporting risk management.
  • Conducted portfolio reviews and met with clients for questions, upsell, questions etc.

Insurance Agent

Farmers Insurance-Art Sordo
Saint Louis, MO
03.2015 - 01.2018
  • Built relationships with clients using active listening and issue resolution to provide excellent service
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments
  • Approached potential clients by using direct marketing mailings and phone contacts
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance
  • Maintained high standards of customer service by building relationships with clients
  • Obtained underwriting approval by completing application for coverage
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
  • Responded to customer calls swiftly to resolve issues and answer questions
  • Upsold additional products and services after identifying customer needs and requirements
  • Managed High Volume Calls and Workload
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Finalized sales and collected necessary deposits
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills
  • Remained impartial in order to advise clients based on circumstances
  • Conducted annual reviews of existing policies to update information

Education

Bachelor of Science - Criminology

University of Evansville
Evansville, IN

Bachelor of Science - Sociology

Missouri State University
Springfield, MO
05.2008

High School Diploma -

Lafayette High School
Ballwin, MO
06.2003

Skills

  • Loan Documentation
  • Networking
  • Closing Procedures/Sales
  • Customer Proposals
  • Management Responsibilities
  • Confidential Record Filing
  • Financial Reviews
  • Scheduling Appointments
  • Critical Thinking
  • Presentations/Training
  • Underwriting Pre-qualifying/Implementation/Processing
  • Operational Efficiency
  • Promotions and Marketing Strategies
  • Leadership
  • Advanced Excel Spreadsheet Functions

Certification

Missouri Life and Health Insurance/Status now Expired

Missouri Real Estate License/Status now Expired

CPR/Status Active

Timeline

Financial Representative

Northwestern Mutual-Cory Newman
03.2018 - 05.2022

Insurance Agent

Farmers Insurance-Art Sordo
03.2015 - 01.2018

Bachelor of Science - Criminology

University of Evansville

Bachelor of Science - Sociology

Missouri State University

High School Diploma -

Lafayette High School

Missouri Life and Health Insurance/Status now Expired

Missouri Real Estate License/Status now Expired

CPR/Status Active

Andrea Loeffelman