• Manage Inbound Calls: Efficiently handle 35-45 inbound calls per day, addressing client inquiries, providing detailed information on financial products, and offering personalized information based on individual financial situations and goals.• Retirement Planning: Guide clients through the retirement planning process by explaining various retirement plans, assessing their needs, and informing them of strategies to help them achieve their retirement goals while ensuring compliance with current regulations and plan rules.• Investment Education: Listen to clients' financial objectives, risk tolerance, and investment preferences to help inform them of suitable investment options. Stay informed about market trends and investment opportunities to provide timely and relevant information.• Regulatory Compliance: Maintain a thorough understanding of financial regulations, industry standards, and company policies to ensure all information and transactions comply with legal and ethical requirements, thus safeguarding both client interests and organizational integrity.• Client Support: Provide exceptional customer service by addressing client concerns, resolving issues, and offering clear explanations of complex financial concepts. Successfully adhearing to a strict time-frame of helping policyholders throughout the day on a call by call basis while keeping my interactions insightful and productive• Continuous Learning: Proactively engage in professional development by staying updated on changes in financial regulations, new financial products, and market trends. Participate in training sessions and industry seminars to enhance expertise and service quality.• Completed Comprehensive Training: Successfully undertook a multi-month training program to obtain SIE, Series 6, and Series 63 licenses within the allotted time, covering a broad range of financial principles, securities regulations, and investment strategies.

• Successfully manage 3-10 open positions each week, with an average of 1-4 openings per job. Expected to fill each position on a weekly basis, as we would get a new slate every Wednesday.• Conduct end-to-end candidate sourcing through LinkedIn Recruiter, proactively reaching out to potential candidates, scheduling interviews, and matching candidates to suitable positions.• Consistently deliver 3 qualified candidates per opening within 5 days, ensuring a steady and efficient hiring process.• Actively involved in implementing an ATS system to consolidate candidate data and enhance recruitment operations.

• Oversaw the recruitment process for 20-50 open positions concurrently, typically ranging from 1-6 openings per job, while also dealing with large class-based hiring initiatives with over 20+ positions to hire for a role.• Hired for nearly every range of positions within the healthcare sector, including financial salespeople, IT development members, office setting managers and workers as well as pharmacy workers, all in both in-officer and remote settings.• Utilized Taleo ATS to identify and engage with qualified candidates, promptly advancing suitable candidates and providing timely rejections to maintain a positive candidate experience.• Responded to hiring manager inquiries, feedback, and requests in a timely manner, consistently presenting 2-3 high-quality candidates within 7 days of job postings according to our SLAs.• Continually went above and beyond with my metrics and KPIs, where in my first year from 2020-2021, I had 327 hires, the largest amount on the entire account, and the following years I still placed top 5 with over 250 each year.• Adapted job descriptions and posting locations to optimize candidate flow and increase applicant interest.• Collaborated with the sourcing team to identify talent for hard-to-fill locations, leveraging internal and external sourcing channels.• Led online hiring events, engaging with prospective candidates, and providing guidance on suitable opportunities.• Managed offer creation, ensuring alignment with budgetary constraints and external factors, while handling negotiations within reason.

• Full-cycle recruitment• Applicant Tracking Systems (Taleo ATS)• Candidate sourcing (LinkedIn Recruiter, TalentSource)• Interviewing and assessment• Offer negotiation and management• Candidate relationship management• Event planning and coordination• Excellent communication and interpersonal skills