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Network Power<100 people
Roles
🔥100%
Startup Founder
💸100%
Marketing
✔️100%
IT
Geos
🇬🇧100%
United Kingdom
Work Background
Amerus Financial GroupRetirement Strategy Advisor and Life Insurance Agent
Mar. 2024United States · Remote
MPI® Unlimited, LLCLife Insurance Agent
Nov. 2023 - Apr. 2024Gilbert, Arizona, United States · HybridPlan for your future by investing into a retirement account that is: - tax-free - 0% floor protection - no early access penalties
- up to 10% interest - and provides a death benefit
Family First LifeLife Insurance Underwriter
Mar. 2023 - Nov. 2023Phoenix, Arizona, United States
Barrett Financial Group LLCMortgage Loan Officer
Sep. 2022 - Nov. 2023Phoenix, Arizona, United States
Peoples Mortgage CompanyMortgage Loan Officer
Feb. 2022 - Jun. 2022
CreditUP & CoChief Executive Officer
Feb. 2021 - Nov. 2023Phoenix, Arizona, United States · Hybrid
CreditUp ClubDirector Of Sales And Marketing
Feb. 2021 - May. 2022Phoenix, Arizona, United StatesI single-handedly grew the client base from 0 - 150 + clients without another sales person, without extensive paid marketing, just me managing all sign ups.
I managed and oversaw the business operations/procedures
Lead in social media marketing and grew my presence online as a credit expert
Directly worked all interested leads with initial consultations with the intent of sign by end of call or by end of week turn around.
Trained sales employees and monitored sales data and created sales predictions.
Robert HalfContractor
Aug. 2018 - Feb. 2020Phoenix, ArizonaThrough a few contractor roles, I grew me experience and knowledge within Fraud Risk Analyst, Business Analyst, and Bookkeeping.
- I examined and analyzed programs, processes, claim/allegations, and files of unusual, complex, and/or higher risk transactions to ensure compliance with internal company requirements. - I have created training guidelines and step by step procedure documentation to build cases as a reference for the local AZ analysts.
- Investigated new customers against PEP utilizing Lexis Nexus, Clear, Search Engines, Social Media, and other outlets to verify identity. - Cases were worked with a 97% accuracy
DBA INVESTIGATIONSPrivate Investigator
Dec. 2016 - Jul. 2018Glendale, ArizonaI conduct undercover investigations for clients to help fight fraud by gathering facts and delivering unbiased, objective information. I worked part time.
ZenefitsSales Specialist
Jun. 2015 - Mar. 2016Tempe, Arizona, United States
Kelly ServicesBusiness Solutions Consultant
Jun. 2014 - May. 2015Glendale, AZ- Proactively and systematically pursue new targeted partners and new business opportunities.
- High volume outbound calls and emails with marketing approach, education approach, and service approach
- Identify staffing needs within organization and create customized service package to each partner
- Huge importance in establishing relationships and build rapport with Partners
- Represent Kelly Services in a professional and positive manner.
- Work with all personnel and outside contacts to satisfy partners, clients and achieve company goals
- Keep up to date with economic and geographic market changes directly affecting the staffing industry and educate clients and prospective clients of this valuable information
- Collaborate with my team and maintain a positive and professional environment fostering teamwork
- Work closely and cohesively with recruiters to service partners when concerns or difficulties arise to create a solution and execute. - Prepare and submit sales activity reports and sales forecasts on a weekly basis
- High volume and detailed data entry - Account management of all book of business and cross-sell when need identified
- Utilize a # of online resources to find contacts such as Salesforce, LinkedIn, Swoop, Wanted Analytics, Monster, and Careerbuilder.
National Bank of ArizonaBSA Compliance Analyst
Jan. 2011 - Mar. 2014To research and investigate fraudulent activity in consumer and business accounts. I was to consider employment/business type, incoming/outgoing funds (amount, source, and destination) as well as the location in which the activity is taking place and decide whether the activity was consistent with the expected activity for that client.
Assist BSA Officer in BSA training company-wide. Build relationships with Account officers.
Familiarize myself with business types to understand the kind of activity expected for that business.
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