• Organize and review paperwork from clients and transactions for Variable Annuities and Index Annuities in accordance with laws and company policies.• Analyze client’s accounts using Wealthscape, Albridge, and DST Vision to ensure that their investments align with their investment plans.• Contribute to tasks or projects involving paperwork and Microsoft Excel that management would like me to do so that I can gain as much experience as possible. • Present PowerPoint projects in front of my team with Zoom.• Collaborate with team members on large excel projects and presentations. I participate in weekly team meetings that discussed goals and strategy.

• Sold monthly unlimited carwash memberships with a high average success rate of 19%.• Managed closing at night and oversaw between two to four other employees as well as making sure that closing duties get done properly.• Learned how to fix most basic or slightly challenging elements of the car cleaning process that needed repair or maintenance.• Evaluated the quality of the carwash by spraying off cars, detailing and drying cars, and watching cars go through the wash process to make sure that all elements of the carwash fit our standards.