Annuity Services Director Resume

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Objective:

Seeking for career as director and utilize my knowledge in the field of annuities for the achieving organizational goal.

Resume summery:

  • Network and build relationships from a remote business site
  • Knowledge of financial industry
  • Proven interpersonal communications skills / problem solving
  • Time / workflow management, good organizational skills, committed to accuracy
  • Self-motivated, flexible/adaptable, big picture oriented, friendly
  • French language proficiency

Education:

  • Master of International Management Program, University of St Thomas (5/99-5/00)
  • B.A. Degree: French major, foreign studies minor, University of Minnesota, College of Liberal Arts (6/96)
  • University of MN Integrated Study Abroad Program (1/95-7/95), University Paul Val, Montpellier, France

Financial Licenses:

NASD Series 6, 7, 24, 63, 66

Professional Experience:

Annuity Services Contact Center Assistant Director, ABC Consultancy (11/04-present)

  • Create and develop a remote service center
  • Successfully grow service talent based on ongoing business needs
  • Self-manage a team of 15- 30 employees while identifying additional leadership talent
  • Engage in leadership meetings via phone and video conferencing
  • Network to collaborate with business partners in off-site locations
  • Train leadership how to utilize technology to meet service goals
  • Initiate and support succession planning through weekly/monthly employee development sessions
  • Report and be held accountable for organization’s business results
  • Implement additional annuity operations in Woodbury as needed

Mutual Fund Contact Center Manager, BaBa Consultancy (6/01-10/04)

  • Directly manage, coach and develop employees to meet and/or exceed performance objectives
  • Motivate service associates and implement service strategies to become a #1 award winning Dalbar team
  • Provide daily performance results, as well as weekly service quality updates
  • Create and monitor employee accountabilities using tools such as AWD- MIS, Avaya, CentreVu and Racal
  • Service mutual fund clients and agents
  • Manage/ participate in special projects as assigned
  • Present team performance and objectives to a large audience

Activities/Awards:

  • Hartford Individual Performance Award: 2003, 2004, 2005 & 2006
  • Hartford Special Achievement Award, 2006
  • Hartford Leader’s Challenge Seminar, 9/2006
  • #1 Ranked Dalbar Recipient, 2004 & 2005
  • Hartford Chairman’s Award, 2004
  • NICSA Certification February 2003
  • NASD continuing education, Firm Element requirement, annually
  • Myers-Briggs Teambuilding Seminar, 11/2002 & 6/2006
  • Fortis Management Training Series, 4/2000 -3/2001
  • United Way Emerging Leaders 2001 – present
  • United Way Activity Organizer / Campaign Advocate, 1999, 2000, 2003
  • 2nd & 3rd Quarter 199

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