Hardworking and dedicated job seeker looking to maintain a full-time position that offers professional challenges utlizing interpersonal skills, excellent time management and problem-solving skills. I have a Bachelors in Finance from the Belk College of Business at UNC Charlotte. Prior to this, I have received an Associate's in Arts degree from Central Piedmont Community College. I have 5+ years experience in customer service in the hospitality industry ranging from food and beverage to hotel and lodging. I also have sales experience working as a licensed personal lines agent through Guided Solutions at Baldwin Risk Partners. As I've grown up I've learned that I love helping people, calling things my own, and working towards a goal. I excel in analyzing data, making plans, working with numbers, working with people, and leading groups of people. My many years of customer service jobs have helped me learn how to adhere to the public and network. Going forward with my financial career I am excited and passionate to help execute and analyze various financial reports. I am not afraid to lead in different financial projects that have to do with analyzing and planning. I am interested to learn new software techniques and to learn how to excel in the financial industry.
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Financial Services ConsultantTiaa Jul 2024 - PresentNew York, Ny, Us -
Risk AdvisorGuided Solutions Nov 2022 - PresentTampa, Florida , UsAs a Risk Advisor at Guided Insurance Solutions I am responsible for maintaining leads through incoming and outbound calls. I work directly with clients by listening to their why, understanding what they can afford, and by implementing my resources to help find them a policy that fits their individuality and leaves them covered. Having access to over thirteen different carriers has helped me to shop my clients around and find them a plan that fits their specific wants and needs, while providing them sufficient coverage. Through my excellent customer service and negotiation skills, I have successfully reached sales quotas and have maintained customer retention. -
BartenderCo Restaurants Dec 2017 - Aug 2023Charleston, South Carolina, UsIn the three years of working at CO I have upgraded my position from server to bartender. This job has taught me how to interact with customers, become proficient in a menu I had little knowledge of, and learn the value of staying with a company. -
ConciergeBlockade Runner Beach Resort Aug 2016 - Dec 2016Wrightsville Beach, Nc, UsAs a concierge at the blockade runner, I learned how to upsell excursions, how to help customers with their stay, and how to coordinate events for customers.
Tara Wagner Education Details
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University Of North Carolina At CharlotteGeneral -
Central Piedmont Community CollegeAssociate Of Arts - Aa
Frequently Asked Questions about Tara Wagner
What company does Tara Wagner work for?
Tara Wagner works for Tiaa
What is Tara Wagner's role at the current company?
Tara Wagner's current role is Financial Consultant at TIAA.
What schools did Tara Wagner attend?
Tara Wagner attended University Of North Carolina At Charlotte, Central Piedmont Community College.
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