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Finance agent skills for your resume and career
15 finance agent skills for your resume and career
1. Term Care
- Ranked top 5 agents for Long Term Care Sales.
- Received Field and Zone recognition for Long Term Care Insurance Sales.
2. Customer Inquiries
- Address customer inquiries; interpreted and delivered information; proposed suggestions; provided guidance; identified, investigated and negotiated conflicts.
- Provided clear and accurate responses to customer inquiries and appropriately researched and resolved problems relating to customer accounts and inquiries.
3. Annuities
- Managed financial planning, educated clients on fixed indexed annuities, and consistently analyzed financial markers and ever-changing client needs.
- Review life insurance, annuities, investment, and international banking documentation for operational and regulatory compliance.
4. Financial Products
Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.
- Introduce financial products to customers.
- Positioned marketing of internal and external financial products in alignment with research on current market conditions and investment performance.
5. Customer Issues
- Coordinated customer service with various departments to resolve challenging customer issues including device-related troubleshooting, billing, service inquiries and more.
- Provided team support by investigation of customer issues, responded to urgent customer service requirements, and supported/implemented leadership decisions.
6. Payment Arrangements
- Make payment arrangements for customers collect payments on delinquent accounts collect payments for customer bills.
- Set up payment arrangements and work with customers on collecting debts owed to Sprint.
7. Retirement Planning
Retirement Planning is a long-term groundwork where you must determine your income goals and the decisions and implementations to attain such goals. It requires financial strategies of saving, investments, or the expenditure of money in a way that means to sustain one's life during the period of retirement.
- Counseled college students and recent graduates in relevant financial information such as retirement planning, efficient saving strategies, and investment options
- Provided one-on-one retirement planning, wealth management, income strategies and college planning services, including integrated employee benefits solutions.
8. Inbound Calls
- Take inbound calls, solicit payment, process payment agreements and arrangements, and restore electric services
- Worked in call center receiving inbound calls from Sprint customers who needed financial assistance.
9. Retirement Income
- Advertise debt solutions, retirement income and education funding.
10. Health Insurance
- Validated representative production, as well as, processing life and health insurance licensing.
- Studied for and passed Life and Health Insurance License and Series 6 License.
11. Outbound Calls
An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.
- Use computer and telephone to answer inbound/outbound calls.
- Fort Lauderdale, Fl Make outbound calls to client with pastdue account, write offs, invoices, ect.
12. Financial Aid
Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.
- Coordinate the services of the departments of Financial Aid, Student Financial Account and Student Records.
- Handled student inquiries regarding financial aid status, form completion and deadline information.
13. Past Due Accounts
A credit card account in a bank or any other financial association that is past due in payment is called a past due account. Past due account holders are required to recompense their scheduled payments to the bank or their creditor. The more credit account holders are due, the more they are compelled by their lender to make the payment.
- Communicate with customers through email and telephone regarding new purchases or past due accounts.
- Arranged collection schedules on past due accounts.
14. Insurance Coverage
- Established over $2 million of insurance coverage for clients with $50,000 in premium.
- Assisted patients with questions regarding their accounts varying from account balance to medical insurance coverage.
15. Financial Plan
- Managed customer financial packages including financial planning, small business products.
- Provided economic solutions to a 500 people agency recommending financial planning.
What skills help Finance Agents find jobs?
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List of finance agent skills to add to your resume
The most important skills for a finance agent resume and required skills for a finance agent to have include:
- Term Care
- Customer Inquiries
- Annuities
- Financial Products
- Customer Issues
- Payment Arrangements
- Retirement Planning
- Inbound Calls
- Retirement Income
- Health Insurance
- Outbound Calls
- Financial Aid
- Past Due Accounts
- Insurance Coverage
- Financial Plan
- Customer Accounts
- Billing Issues
- Financial Objectives
- Financial Statements
- Insurance Products
- Real Estate
- Auto Loans
- Bank Deposits
- ATM
- Life Insurance Policies
- Loan Applications
Updated January 8, 2025
