Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Krentz Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Oversee a portfolio of clients, develop new business from existing clients, and actively seek new sales opportunities for an agency which offers solutions to auto, home and life insurance needs for clients in the St. Louis area.• Cultivate, maintain, and strengthen relationships with individual and business clients to determine needs and identify products to meet those needs; demonstrate consultative selling skills on auto, home, and life insurance products.• Prospect for new business by developing leads for new business through cold calling, networking, and referrals; handle inbound calls and emails; conduct outbound calls to upgrade exisiting customers to multi-line policies.• Provide prompt, accurate, and friendly customer service including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.• Built personal sales pipeline from zero to consistently meet and exceed all sales goals and objectives.

Provided support at an inbound call center to help clients across the U.S. with account issues and investment needs at a leading firm which assists individual investors to pursue their financial goals with a broad range of investment tools & services.• Delivered superior client service by listening to client needs, identifying solutions, and educating them on aspects of markets, investing, margin, securities, and trading in order to help them achieve personal financial goals.• Successfully handled complex and challenging issues to resolve client’s needs.• Executed trades at client request, analyzed accounts, reviewed balances, and investigated issues with trades.• Provided reliable information, with a commitment to excellence to clients regarding their accounts.• Consistently achieved high client survey results on call volume and handle time.

Recruited to review, research, and analyze metrics surrounding sales and referral activities related to potential quality violations for a leading provider of banking, mortgage, investing, credit card, and personal, small business, and commercial financial services.• Conducted moderate to complex reviews including data analytics and trending of sales quality findings, packaging succinct case files and effectively communicating findings to appropriate contacts or partners when necessary. • Clearly communicated overall processes and provided feedback to appropriate contacts regarding identified material deficiencies or issues including identified inconsistencies; extracted inquires to log them and prepare them for case work.• Consulted with Senior Quality Assurance Analysts on data findings to identify risks, consulted with management and partners on matters relative to policy / procedures, offered expertise from a sales quality lens, and effectively communicated to key partners including Corporate Investigations, HR, and Regional Banking Management.

Gained valuable experience in the operations of an insurance agency, and participated in a group marketing project at an agency which provides customers with an array of insurance and financial products and services.• Worked closely with the agency owner to ensure superior customer service in the sale of insurance products including home, auto, life, renters, business, and supplemental health, as well as other financial products.• Prospected for new business by contacting and communicating with prospective clients in the St. Louis area.• Learned selling techniques, including determining client needs and identifying appropriate products to meet those needs.• Won first place award for creating a marketing report on how to use social media to drive and retain customers.• Studied for, passed exam, and received Property & Casualty License from the State of Missouri.• Competed in a sales-based competition against fellow interns at two State Farm agency offices.

Shadowed the Branch Manager and Assistant Branch Manager to learn about the mortgage business at a branch office of a privately-held Missouri-based mortgage banking firm.• Gained a base line knowledge of the mortgage business including responsibilities of a Loan Officer, client acquisition and retention, loan applications and approvals, loan processing, underwriting, and closing. • Attended meetings with real estate agents, clients, and others in the mortgage industry. • Participated in customer transactions to understand the importance of providing excellent customer service.

Assisted truck drivers with delivery of product to groceries, gas stations, convenience stores, and restaurants / bars for an independent distributor of the Anheuser-Busch product portfolio and other alcoholic and non-alcoholic beverages.• Provided a high level of customer service to retail accounts; rotated product and interacted with customers.• Strengthened relationships with key decision makers including account owners and managers.

Participated in design, production, and delivery of point-of-sale elements including signs, banners, and counter cards.• Produced POS elements for grocery stores, gas stations, convenience stores, and restaurants/bars in St. Louis County.• Assisted in delivery and set-up of product displays / POS to gain high-visibility positions in retail accounts.• Set-up and staffed special Summer events, fairs, and festivals to promote the product portfolio to consumers