Mackenzie Edwards Email & Phone Number

Charlotte, North Carolina Area

Specialized in collecting and analyzing recruiting data and development data for the entire agency, plus the network office through various internal systems. These reports consisted of daily activity for all Financial Representatives, weekly activity for all Recruiters, and monthly activity for all Financial Representatives and Recruiters. ● Licensed in Life and Health Insurance.● Licensed in Long-Term Care Insurance.● Responsible for developing and analyzing 26 reports on a monthly basis.● Maintained compliant client file folders.● Provided administrative support to 15+ Financial Representatives.● Generated multiple insurance applications on a weekly basis.● Hosted weekly meetings with 15+ Financial Representatives.

Winston-Salem, North Carolina

Specialized in client investment relations and financial planning with a proven ability to handle confidential information. Responsible for all administrative duties that are assigned by the Managing Director of the agency.● Licensed in Life and Health Insurance.● Processed all mutual fund orders and wire transfers.● Worked directly with clients to understand their concerns and needs to find an ideal solution.● Generated the necessary paperwork for opening an investment account.● Responsible for inputting the correct client data into the system to produce an accurate personal planning analysis.● Maintained the Managing Director's calendar to make sure the personal practice was working at optimal efficiency. ● Contacted clients via phone and email to schedule meetings.● Worked directly with Sales Execution Team Lead and the Director of Selection to ensure our newest Financial Representatives had the necessary support to be successful. ● Utilized my team player mentality, and stepped in to help while the Director of Selection was out on maternity leave.

Winston Salem, North Carolina

Specialized in administrative support with a proven ability to multitask and perform tasks in a timely manner to meet deadlines. ● Supported 6 of the company’s newest Financial Representatives to set them up for success.● Responsible for ordering medical examinations for new clients.● Created and submitted insurance applications for new clients.● Managed all underwriting requirements for newly submitted applications.● Worked directly with clients to obtain the required information needed to complete underwriting requirements.● Kept up-to-date files on all clientele. ● Greeted clients, screened calls, and directed callers/clients to appropriate personnel.

Lincoln, Nebraska Area

Specialized in customer service ensuring that the customer’s experience exceeded expectations. Responsible for managing the inventory of the store as well as performing quality control activities. - Completed opening and closing activities.- Responsible for handling multiple cash transactions.- Greeted clients, screened calls and directed them to the appropriate personnel. - Assisted customers in selecting apparel and accessory products.- Performed visual merchandising activities and inventory tasks.