Cait O'Brien Email & Phone Number

United States

Helping to bring accountability, productivity, and positivity to the New Business team at Athene. My goal is to engage and retain employees new and seasoned and personify the standards of being a game changer in the annuity industry.

United States

I create fine art through everyday images, people, branding, and opportunity. My photos tell a story and a distinctive narrative. Lifestyle, head shots, special occasion, social media focus, and more.What do you want to say? Let's connect and see what we can create.

Windsor Heights, IA

• Client Centric face of the Branch that handled all requests from clients, as well as following up with clients on financial plan steps.
• Processed checks to accounts and payroll contributions for Simple and 401(k) plans.
• Became Regional Call Coordinator for Region 005 BOAs for a year, focusing on sharing new information, best practices, and hosting calls from experts within Edward Jones.
• Specialized in processing paperwork, opening accounts, handling estates, targeted custom marketing, transferring assets, annuities, insurance, and post-appointment client follow ups.
• Presented weekly updates to the team with spreadsheets for asset tracking and insurance reports.

Des Moines, Iowa Area

• Responsible for helping shareholders with general account information, processing basic transactions, account maintenance, assisting in re-registration, and retirement accounts
• Provided excellent customer service to customers while adhering to rules and regulations under Principal and industry standards while actively sought opportunities to better provide additional services to assist.

Greater Denver Area

• Responsible for helping shareholders with general account information, processing basic transactions, account maintenance, assisting in re-registration, retirement accounts, and providing suitability conversations for.
• Provided excellent customer service to customers while adhering to rules and regulations under Janus and industry standards while actively sought opportunities to better provide additional services to assist.
• Ranked in top quartile in measurements for productivity, customer service, and accuracy consistently
• Developed a new standard for charting individual agent call scores and feedback to improve quality and productivity
• Helped to coach newly hired non-licensed agents with call flow and handling of basic transactions to better assist our shareholders

Greater Memphis Area

• Helped to coordinate and assist artists before a gallery exhibit in setup and lighting
• Assisted in carding patrons, serving beverages, and appetizers during an event or opening
• Routinely helped with bookkeeping and errand running on a part time basis
• Assisted in calculating sales per artist while taking initiative to boost the sales to provide growth and charted sales in Microsoft Office to assist in bookkeeping

Greater Memphis Area

• Helped by preparing raw materials for jewelry makers such as make disc- shaped beads, cut leather, and chain
• Assembled orders for shipping based off of invoices and sales and Charted and projected sales in Microsoft Office to assist in calculations to streamline efficiency
• Counted and sorted inventory for the collective, while organizing and keeping the work center clean

Des Moines, Iowa Area

• Collected on outstanding balances according to State and Federal regulations utilizing knowledge of products, services, policies, procedures, and systems while evaluating the client's financial situations, negotiated.
• Contacted the customers through the use of both automated dialer and manual phone work
• Assisted clients with maintaining current accounts and created goals to become current if behind
• Focused on educating clients on account policies and procedures while responding to routine inquiries and complaints from customers

3 Years Completed, Art/Art Studies, General, 3.0

Activities and Societies: Dean's List

High School, 3.0

Activities and Societies: Orchestra, Symphony, Tech, Shakespearean Club, Art Club, Drama, and Debate