Elizabeth Key

Elizabeth Key Email and Phone Number

Financial Educator | Sales Professional @ Primerica
duluth, georgia, united states
Elizabeth Key's Location
Grand Junction, Colorado, United States, United States
About Elizabeth Key

My mission to enhance financial literacy is driven by my expertise in client relations, honed through my recent role as a Financial Educator. With a steadfast focus on clear communication, my professional journey is marked by a commitment to delivering exceptional client experiences and educational materials that empower and engage.The skills cultivated during my tenure at SavATree, including accounts receivable, scheduling, sales, and customer service, have been instrumental in supporting our team’s efforts to exceed client expectations. This blend of technical writing prowess and financial educational acumen enables me to create content that not only informs but also resonates with diverse audiences.

Elizabeth Key's Current Company Details
Primerica

Primerica

View
Financial Educator | Sales Professional
duluth, georgia, united states
Website:
primerica.com
Employees:
17751
Elizabeth Key Work Experience Details
  • Primerica
    Financial Educator
    Primerica May 2024 - Present
    Colorado, United States
    • Develop personalized financial plans for clients to achieve their short-term and long-term goals.• Collaborate with clients to create and implement retirement planning strategies.• Lead client meetings to review financial progress, discuss investment options, and address concerns.• Provide clients with expert guidance on tax planning, estate planning, and insurance policies.
  • The Writing Key
    Owner And Technical Writer
    The Writing Key Jan 2021 - Present
    Colorado, United States
    • Translate complex technical content into easily understood and engaging copy.• Conduct thorough research on diverse topics to create well-informed articles.• Maintain a consistent writing schedule to meet deadlines and manage multiple projects simultaneously.• Edit and proofread written materials, ensuring accuracy and consistency in tone and style.• Pitch story ideas to editors, securing assignments for publications.
  • Savatree
    Arborist Assistant
    Savatree Mar 2022 - May 2024
    Carbondale, Colorado, United States
    • Number one Secondary Sales Assistant for a national company with over 80 locations.• Sold approximately $200k in services in half a year.• Managed sales arborists' schedules and calendars, including arranging meetings and appointments.• Screened and directed phone calls, emails, and visitors for sales arborists.• Maintained and organized data systems and records.• Collaborated with other members of the administrative team to support sales arborists.• Experience in processing payroll for a diverse team of employees.• Managed accounts receivable processes, including invoicing and collections for a large company.• Performed account reconciliations and resolved discrepancies in customer accounts.• Communicated with customers to address payment issues and negotiate payment plans.
  • Pitkin County Library
    Library Assistant
    Pitkin County Library 2015 - 2019
    Aspen, Colorado, United States
    • Wrote book recommendations for the local paper and developed a semi-monthly e-blast to engage patrons through personalized insights and commentary on new fiction books.• Re-energized library Facebook page to continuously communicate with and educate patrons about library events and resources.• Devised and launched the Resourceful U program. This program offered interactive experiences to educate patrons about the digital resources available through the library. Featured monthly tutorials, guest speakers, events, and prizes.• Created themed Pop-Up book clubs, allowing new patrons to access the book club experience without waitlists.• Managed library collections and materials, ensuring quality and organization.• Processed interlibrary loan requests and managed circulation services.• Provided research assistance and guidance on information literacy skills.
  • The Ritz-Carlton Hotel Company, L.L.C.
    Concierge
    The Ritz-Carlton Hotel Company, L.L.C. 2013 - 2015
    Aspen
    • Generated new sales and exceeded in client retention.• Managed guest reservations and inquiries in a luxury hotel setting.• Assisted guests with recommendations for local attractions and dining options.• Coordinated transportation services for guests and ensured timely arrivals.• Handled guest complaints and professionally resolved issues.• Collaborated with internal departments to fulfill guest requests and special arrangements.• Provided exceptional customer service to VIP guests and high-profile clients.
  • Media Buyers
    Business Analyst Consultant
    Media Buyers 2012 - 2013
    Basalt, Colorado, United States
    • Cultivated relationships with potential customers while liaising between the company and the client by identifying new business opportunities in different mediums.• Attended national sales conferences to engage potential clients and forge warm relationships.• Prospected clients from warm relationships and transitioned them into widespread print media offerings.
  • Key Media New York Llc
    National Sales Manager/ Business Development
    Key Media New York Llc 2009 - 2012
    Aspen
    • Contracted $30 million in airtime annually for USA, MTV, Sci-Fi, and a dozen other major cable networks, including CNN, Turner, Bravo, and Discovery Channel.• Provided advertising and marketing solutions for television advertising while developing campaigns to drive traffic to high-profile clients.• Led new client development initiatives and secured the largest client in the industry, Beach Body.• Sold $800k monthly in long-form and short-form television advertising on major national networks.• Hit and exceeded all sales targets and consistently came in on budget.• Proofread and submitted traffic instructions for all commercial airings without error.

Elizabeth Key Education Details

Frequently Asked Questions about Elizabeth Key

What company does Elizabeth Key work for?

Elizabeth Key works for Primerica

What is Elizabeth Key's role at the current company?

Elizabeth Key's current role is Financial Educator | Sales Professional.

What schools did Elizabeth Key attend?

Elizabeth Key attended New York University School Of Professional Studies, Emerson College.

Who are Elizabeth Key's colleagues?

Elizabeth Key's colleagues are Jessye Rojas, Mike Burrell, Wendy Bellavoix, Travis Fairfax, Bret Cozewith, Hikmat Ibrahim, Alma Lopez.

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