Skylar Lewis Email & Phone Number

Cincinnati, OH, US

Cincinnati, Ohio, United States

• Fostered relationships by gaining trust and confidence to uncover a complex set of needs to provide sound solutions to clients
• Conducted financial needs analyst to make recommendations, providing quality advice using in-depth knowledge of various sales concepts
• Maintained a comprehensive knowledge of products for 10+ companies we represented.
• Discussed tentative offers and resold clients using retention techniques to retain business.
• Initiated calls with bank partners to promote our products and the advantages, features, and benefits of our agent platform for their customers

Cincinnati, Ohio

• Processed, reviewed, paid, and activated life insurance applications ensuring the deadlines and needs of our enterprise partners were met.
• Built and implemented a spreadsheet that helped Analyst track their daily activities and key performance indicators to achieve assigned goals.
• Collaborated with the Columbus Life Sales Desk, Case Consultants, and Underwriters throughout the application process.
• Provide ideas and feedback to streamline processes and procedures to reduce the time between policy submission and the day our agents received policies.

West Chester, Ohio

• Completed company sales training and state testing to obtain Series 6 and Ohio Life Insurance licenses.
• Meet with prospective clients and generate new clients using a face-to-face approach that builds trust and emphasizes personalized service.
• Identify client’s needs for investment guidance and analyze investment products to develop a comprehensive financial plan for each individual.
• Present clients with their financial plans by explaining and documenting the types of services and my responsibilities to them as their personal financial representative.

Cincinnati, Ohio

• Responsible for the reception, transportation, and security of over 4 million dollar worth of inventory.
• Assisted all departments and outside vendors to complete the transfer and sale of all automobiles.
• Inspected and prepared all inventory to ensure that it meets quality standards before it was presented to the customer.

Cincinnati, Ohio

• Greet customers as they arrive, as well as see them off when they depart.
• Park and retrieve customer cars and document details of cars for the computer system.
• Assist high and low profile customers with any questions or concerns they may have.

Cincinnati, Ohio

• Greet customers as they enter the store and/or approach register.
• Responsible for handling currency.
• Assist customers with finding products around the store as well as restocking products.

West Chester, Ohio

• Cleared the parking lot of all carts left by customers.
• Assisted customers with heavy and/or big items and assist handicapped customers when needed.

Hyde Park, Cincinnati, Ohio

• Provided customer service, answer questions for complete customer satisfaction.
• Maintained the area keeping it cleaned and stocked and closed department at the end of my shift.

Circleville, Ohio

• Assisted customers with large items, answered questions, and provided a pleasant experience.
• Completed tasks requested by managers from watering and taking care of plants, running the cash register, stocking shelves, loading customers’ cars, assembling products, unloading trucks and closing department at the.

Bachelor Of Arts (B.A.), Major In Organizational Leadership, Minor In Psychology

Courses of study: Business Law, Business Communication, Economics, Marketing, Business Technology, Psychology, Managing Diversity.

Psychology

High School Diploma

Activities and Societies: FootballCourses of study: Microsoft Office, Speech and Communication, Sociology, Advanced Placement Psychology.

Education record

Activities and Societies: Football, Wrestling, Track and Field