Supported the health and benefits team by gathering and analyzing data on client benefits programs to tailor solutions that meet diverse client requirements. Researched industry trends and regulatory changes to ensure client programs remained compliant and competitive. Coordinated and maintained accurate records of client interactions, benefits plan details, and compliance documentation to support seamless operations and audits. Worked closely with senior analysts and consultants on various projects, contributing to the development and implementation of innovative benefits solutions.

Participate in in-depth trainings on Equitables’s annuity products. Assisted in multiple facets of Salesforce efficiency projects. Shadow members of the internal wholesale team to learn creating partnerships with external wholesalers, Financial Professionals, major firms, and other stakeholders. Coaching Financial Professionals in making sales pitches to clients Interpreting and explaining annuity hypotheticals/illustrations. Perform ad-hoc projects related to the sales of annuity products.

Bus tables, Run food to specified tables and seats, Reset tables with the correct silverware placement, Set-up event rooms for big parties, and close the restaurant.

Served and tended to guests needs at the pool of my local country club, Took member’s food out to their specified table or chair, Restocked items needed in the cafe, Helped setup events at the pool, Greeted members at a window apart of the cafe and took their orders.

Greeted customers at host station to guarantee they had an excellent dining experience, Coordinated table seating to assure wait staff served an equal share of customers, Input all on-line orders and managed their pick-up.

Managed computer sales at the drive-up window, Greeted customers and worked at selling products to increase point of purchase sales, Responsible for making sure orders were complete, and Managed cash or credit purchase.